Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisol? Claim Your ProfileMarisol Sanchez-taboada is a financial advisor with Citigroup Global Markets Inc., a firm with over $50 billion in assets under management. Marisol has been in the industry since 2010, and has experience with Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Marisol is registered with FINRA and the state of New York and offers financial planning, portfolio management and other services to individual and institutional clients.
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.
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2
NY
08/16/2022 - Present
Citigroup Global Markets Inc. (Port Jefferson NY)
NY
04/24/2018 - 08/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST ISLIP NY)
NY
02/27/2015 - 06/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTINGTON STATION NY)
NY
05/19/2014 - 01/14/2015
EDWARD JONES (ST JAMES NY)
NY
03/16/2009 - 05/21/2014
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NY
06/27/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
BOTH
Issued 07/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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