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MM

Monica A. Mulvihill

MAREX CAPITAL MARKETS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 1517589
MM

Professional summary


Monica Agnes Mulvihill is a registered financial professional currently at MAREX CAPITAL MARKETS INC. located in Chicago, Illinois.

Monica is registered as a RR (Registered Representative) and started their career in finance in 1987. Monica has worked at 9 firms and has passed the Series 63, Series 72, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Monica Agnes Mulvihill's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 5, 2023 - Present

MAREX CAPITAL MARKETS INC.

Office #1: 222 W Adams Street Suite 450, Chicago, IL 60606
BD
CRD#: 161014
Chicago, IL
Past

December 23, 2021 - August 31, 2023

MAREX NORTH AMERICA SECURITIES LLC

BD
CRD#: 307508
Chicago, IL
Past

September 29, 2015 - January 24, 2020

MAREX CAPITAL MARKETS INC.

BD
CRD#: 161014
Chicago, IL
Past

August 9, 2013 - May 30, 2014

STONEX FINANCIAL INC.

BD
CRD#: 45993
WINTER PARK, FL
Past

November 30, 2010 - August 31, 2011

ELEVATION, LLC

BD
CRD#: 140341
CHICAGO, IL
Past

March 3, 2003 - April 7, 2009

MIZUHO SECURITIES USA LLC

BD
CRD#: 19647
CHICAGO, IL
Past

May 17, 2001 - May 14, 2002

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

March 29, 1995 - January 4, 2001

ABN AMRO CLEARING USA LLC

BD
CRD#: 14020
CHICAGO, IL
Past

March 29, 1993 - January 20, 1995

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 26, 1989 - March 18, 1993

ABN AMRO CLEARING USA LLC

BD
CRD#: 14020
CHICAGO, IL
Past

November 9, 1987 - February 25, 1989

CRT GOVERNMENT SECURITIES, LTD.

BD
CRD#: 19774

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(9/5/2023)
RR
New York
(9/5/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 12/9/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


MC
MAREX CAPITAL MARKETS INC.
E D & F MAN CAPITAL MARKETS INC. | MPS | MAREX CAPITAL MARKETS INC.

CRD#: 161014 / SEC#: , 8-69039

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
140 East 45th Street 10th Floor, New York, NY 10017
Mailing Address
140 East 45th Street 10th Floor, New York, NY 10017
Phone number
(212) 618-2800
Established
New York since 01/10/1952
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MAREX SERVICES INC.DIRECT OWNER
BATES, CHRISTOPHERFINOP, CFO, PRINCIPAL FINANCIAL OFFICER, DIRECTOR5648556
BERNICKY, JENNIFER KAISERCHIEF OPERATING OFFICER, DIRECTOR4781625
CHERRY, ELIN LYNNECHIEF COMPLIANCE OFFICER2430837
FALCO, CARMINE DOMENICOPRINCIPAL OPERATIONS OFFICER2782798
HOOD, STEPHEN MICHAELDIRECTOR3139127
VITTAL, MAHESH RAMPRES. & CEO, DIRECTOR4593014

Disclosures


Regulatory Event42

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


MAREX CAPITAL MARKETS INC.

CRD#: 161014Chicago, IL 60606

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