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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene Mercedes Gonzalez is a financial advisor with over 29 years of experience in the industry. Marlene has a broad range of experience in the financial services industry, with previous roles at CITI PRIVATE ALTERNATIVES, LLC, CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Marlene is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is located in Miami, FL. Marlene holds FINRA Series 7, 9, 10, 31, 63 and SIE licenses. Marlene works with a range of clients, including individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Marlene offers a variety of advisory services, including portfolio management, financial planning, educational seminars, and selection of other advisers.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
02/16/2017 - 05/17/2024
CITI PRIVATE ALTERNATIVES, LLC (Miami FL)
FL
07/15/2010 - 05/17/2024
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
08/31/1994 - 06/28/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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