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MR

Maria E. Roger

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CRD#: 1387113
MR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Maria Eugenia Roger, who also goes by Jenny Roger, was a registered financial professional .

Maria is a previously registered financial professional and started their career in finance in 1985. Maria had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jenny Roger

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 25, 2014 - February 17, 2015

TAVIRA SECURITIES US LLC

BD
CRD#: 145046
MIAMI, FL
Past

September 15, 2009 - September 5, 2012

ARCA CAPITAL INVESTMENTS, INC.

BD
CRD#: 109819
MIAMI BEACH, FL
Past

December 11, 2006 - June 16, 2009

INVESTMENT PLACEMENT GROUP

BD
CRD#: 14458
BAY HARBOR ISLANDS, FL
Past

July 26, 2004 - January 5, 2007

ATLAS ONE FINANCIAL GROUP, LLC

BD
CRD#: 124057
MIAMI, FL
Past

October 13, 1998 - July 15, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 18, 1997 - December 18, 1998

CITICORP SECURITIES, INC.

BD
CRD#: 7474
NEW YORK, NY
Past

May 15, 1996 - April 21, 1997

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

November 15, 1989 - April 3, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

November 19, 1985 - March 7, 1989

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/6/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TS
TAVIRA SECURITIES US LLC
ARMONK CAPITAL SECURITIES LLC | TAVIRA SECURITIES US LLC

CRD#: 145046 / SEC#: , 8-67697

BD
Terminated by SEC on 11/24/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/31/2007
Firm type
Limited Liability Company
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TAVIRA US LLCMEMBER OWNER
KARPEL, STEVEN ROYCEO/PRESIDENT/CCO/FINOP2100626

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TAVIRA SECURITIES US LLC

CRD#: 145046

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