Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Alonzo is a registered representative with Citigroup Global Markets Inc. located in Miami, Florida. Melissa has been in the securities industry since 2021. Melissa previously worked at J.P. MORGAN SECURITIES LLC and EFG CAPITAL INTERNATIONAL. Melissa is licensed in several states including California, Colorado, Delaware, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, New Jersey, New York, Oregon, South Dakota, Texas, Virgin Islands, and Wyoming. Melissa has obtained the Series 7TO, Series 66, and SIE licenses. Melissa Alonzo is an investment advisor representative in Florida. Melissa provides financial planning, asset allocation advice, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
11/02/2023 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
11/21/2022 - 10/10/2023
J.P. MORGAN SECURITIES LLC (Miami FL)
FL
03/09/2022 - 10/03/2022
EFG CAPITAL INTERNATIONAL (MIAMI FL)
BOTH
Issued 06/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2021
SIE - Securities Industry Essentials 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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