Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvel? Claim Your ProfileMarvel Vazquez Fleitas is a financial advisor with Citigroup Global Markets Inc. Marvel has been in the industry for over 6 years and has a wide range of experience. Marvel holds several licenses and designations, including Series 6, 7, 63, and 65. Marvel has experience working with individuals, families, and businesses. Marvel provides a variety of services, including financial planning, asset allocation advice, and portfolio management. Marvel is committed to providing their clients with personalized and comprehensive financial advice.
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
FL
04/30/2021 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
05/12/2021 - 07/27/2021
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
FL
07/17/2020 - 04/23/2021
A.G.P. / ALLIANCE GLOBAL PARTNERS (BOCA RATON FL)
FL
02/22/2017 - 12/21/2017
FORESTERS FINANCIAL SERVICES, INC. (Sunrise FL)
BC
Issued 8/23/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/2017
Series 6 - Investment Company Products/Variable Contracts 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
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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