Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mariana? Claim Your ProfileMariana Rodrigues Lombardi is an investment advisor representative with Wealthspire Advisors. Mariana has been in the industry since 2010. Mariana holds Series 66, Series 65 and Series 7 licenses. She is a registered investment advisor in Florida. Mariana has experience working with individuals, corporations, and charitable organizations. Her previous experience includes Goldman Sachs & Co. LLC and Credit Suisse Securities (USA) LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Wrap fee
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FL
09/04/2024 - Present
Wealthspire Advisors (Boca Raton FL)
NY
08/09/2013 - 02/22/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
FL
09/12/2011 - 08/07/2013
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
FL
08/31/2010 - 09/29/2011
BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)
IA
Issued 08/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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