Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Helen Portalatin is a registered representative of Citigroup Global Markets Inc. and an Investment Advisor Representative. Mary is licensed in Florida and has been working in the financial services industry since 2001. Mary has also previously worked at J.P. Morgan Securities Inc. Mary holds Series 7, 63, and 65 licenses. Mary offers various investment services including portfolio management for individuals and businesses, financial planning, and publication of periodicals. Mary is also a specialist in asset allocation advice and is committed to providing personalized and comprehensive financial solutions to meet her clients' needs.
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
03/22/2011 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
10/01/2008 - 02/25/2010
J.P. MORGAN SECURITIES INC. (MIAMI FL)
FL
08/20/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (MIAMI FL)
IA
Issued 03/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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