Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisel? Claim Your ProfileMarisel Velez is a financial professional with over 29 years of experience in the industry. Marisel is currently registered with Vectorglobal WMG in Miami, FL and has been with the firm since 2014. Previously, Marisel held positions at Citigroup Global Markets Inc., Citicorp Investment Services, Wachovia Securities, LLC, and First Union Brokerage Services, Inc.. Marisel holds the Series 63, Series 7 and SIE licenses and is also licensed in Florida and North Carolina.
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.
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.
1
2
FL
07/23/2014 - Present
Vectorglobal WMG (MIAMI FL)
FL
05/29/2007 - 06/13/2014
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
08/24/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
MO
10/01/2000 - 08/17/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
11/04/1993 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
02/24/1988 - 11/08/1988
CITIZENS AND SOUTHERN SECURITIES CORPORATION
IA
Issued 06/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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