Maurice Roberto Marchesini
Professional Summary
Maurice Roberto Marchesini, who also goes by Maurice R Marchesini, Maurice Marchesini, Mauricio R Marchesini, was a registered financial advisor. Maurice was a previously registered financial professional and started their career in finance 1994 - 2024. Maurice had worked at 9 firms and has passed the Series 63, Series 79TO, Series 7TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Maurice R Marchesini, Maurice Marchesini, Mauricio R Marchesini
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
OLIMPIA PARTNERS (USA) LLC
Contact Information
Established
Delaware since 05/21/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MARCHESINI, MAURICE ROBERTO | MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER, AMLCO | 2038062 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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