Roberta S. Mazzariol
Professional summary
Roberta Samara Mazzariol is a registered financial professional currently at ATLAS STRATEGIC ADVISORS, LLC located in New York, New York.
Roberta is registered as a RR (Registered Representative) and started their career in finance in 1995. Roberta has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 27, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Roberta Samara Mazzariol's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 18, 2006 - Present
ATLAS STRATEGIC ADVISORS, LLC
Office #1: 126 West 22 Street Suite 9s, New York, NY 10011July 1, 2002 - November 11, 2003
VIOLY, BYORUM & PARTNERS, LLC
May 1, 2001 - August 29, 2001
J.P. MORGAN SECURITIES INC.
November 1, 1995 - May 1, 2001
JPMSI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/19/2006)
(5/22/2006)
(9/27/2024)
(4/9/2009)
(6/12/2006)
(3/12/2021)
(10/26/2006)
(5/29/2018)
(1/12/2021)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
ATLAS STRATEGIC ADVISORS, LLC
CRD#: 138970 / SEC#: , 8-67183
Contact information
FINRA licenses (10 States and Territories)
Red Flags
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