Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mariana? Claim Your ProfileMariana Permuy is a financial professional with over 20 years of experience in the industry. Currently, Mariana Permuy is registered with Raymond James & Associates, Inc. and has been with the firm since February 2013. Mariana Permuy is a Series 7 and Series 63 licensed professional. Before joining Raymond James & Associates, Inc. Mariana Permuy was associated with firms such as Morgan Keegan & Company, Inc. and UBS PaineWebber Inc.. Mariana Permuy is licensed in Colorado and Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/13/2013 - Present
Raymond James & Associates, Inc. (Coral Gables FL)
FL
06/14/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
FL
08/21/2008 - 08/04/2009
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
FL
06/03/2002 - 06/05/2007
UBS INTERNATIONAL INC. (CORAL GABLES FL)
NJ
04/21/1997 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
FL
11/03/1995 - 05/20/1997
FIRST EQUITY CORPORATION OF FLORIDA (MIAMI FL)
NY
04/11/1995 - 08/11/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
02/17/1995 - 03/22/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 05/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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