Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marizel? Claim Your ProfileMarizel Schiavetti is a financial advisor with over 15 years of experience in the industry. Marizel currently works for A.g.p. / Alliance Global Partners and is registered to provide investment advice in Florida. Marizel has previously worked for STOEVER, GLASS & COMPANY INC., AEGIS CAPITAL CORP., UBS FINANCIAL SERVICES INC., and WELLS FARGO ADVISORS, LLC. Marizel holds Series 6, 7, 63, and 65 licenses. Marizel specializes in providing financial planning, selection of other advisers, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
NY
01/26/2024 - Present
A.g.p. / Alliance Global Partners (New York NY)
FL
10/23/2018 - 12/18/2023
STOEVER, GLASS & COMPANY INC. (Boca Raton FL)
FL
03/04/2016 - 11/21/2018
AEGIS CAPITAL CORP. (BOCA RATON FL)
FL
07/17/2013 - 12/01/2015
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
01/15/2008 - 07/15/2013
WELLS FARGO ADVISORS, LLC (MIAMI FL)
IA
Issued 01/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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