Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisela? Claim Your ProfileMarisela Gonzalez is a financial advisor with Citigroup Global Markets Inc. in Glendale, California. Marisela has been in the industry since 1993 and has a broad range of experience in financial services. Marisela holds several industry licenses and designations, including Series 66, Series 63, Series 10, Series 9, Series 4, Series 53, Series 24, Series 52TO, SIE and Series 7. Marisela is registered with the state of California and Texas. Marisela specializes in providing financial planning, asset allocation advice, and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and pension plans.
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.
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.
Asset allocation advice
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.
1
2
CA
06/13/2014 - Present
Citigroup Global Markets Inc. (Glendale CA)
CA
12/19/2006 - 07/01/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
MA
12/13/2002 - 03/23/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
03/14/2001 - 12/06/2002
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
SC
04/04/2000 - 02/26/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
06/18/1998 - 12/22/1999
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
TX
02/18/1998 - 06/05/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
02/10/1994 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
CA
03/17/1992 - 01/01/1994
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 02/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2004
Series 4 - Registered Options Principal Examination
BC
Issued 04/06/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/30/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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