Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marjorie? Claim Your ProfileMarjorie Josefina Goncalves ponce is a financial advisor who has been in the industry since 2008. Marjorie is currently registered with Citigroup Global Markets Inc. in Florida and has been with them since 2014. Previously, Marjorie was employed by CITI INTERNATIONAL FINANCIAL SERVICES LLC and CITICORP FINANCIAL SERVICES CORPORATION in Puerto Rico and Venezuela. Marjorie has a wide range of specializations including asset allocation advice, financial planning, pension consulting, portfolio management, and the selection of other advisors.
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
FL
10/29/2014 - Present
Citigroup Global Markets Inc. (Miami FL)
NA
07/30/2010 - 07/22/2014
CITI INTERNATIONAL FINANCIAL SERVICES LLC (LECHERIA EDO. ANZOATEGUI )
PR
11/18/2003 - 06/30/2006
CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)
BOTH
Issued 10/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2014
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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