Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Solita? Claim Your ProfileSolita Marcelli is a financial professional with over 20 years of experience in the industry. Solita has a strong background in securities trading, investment banking, and financial planning. Solita currently works at UBS Financial Services Inc. and holds a Series 24 license and several other licenses including Series 7, 9, 10, 16, 52, 53, 55, 57, 79, and SIE. Solita also has experience with J.P. Morgan Securities LLC, J.P. Morgan Securities Inc. and Thomas Weisel Partners LLC. Solita is a member of The Financial Clinic and The Finance Committee at UJA-Federation of New York.
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.
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.
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.
See schedule d - miscellaneous
1
2
NJ
10/26/2021 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
10/01/2008 - 10/14/2019
J.P. MORGAN SECURITIES LLC (New York NY)
NY
11/30/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
05/08/2002 - 08/03/2004
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
10/10/2000 - 04/05/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
10/06/2000 - 10/10/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 11/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/27/2014
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 05/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 03/15/2021
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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