Marcello C. Spinelli
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.
Marcello Coutinho Spinelli, who also goes by Marcello C Spinelli, was a registered financial professional .
Marcello is a previously registered financial professional and started their career in finance in 1999. Marcello had worked at 8 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 5, 2019 - July 16, 2019
ARROWROOT PARTNERS, LLC
February 18, 2016 - March 15, 2017
XP INVESTMENTS US, LLC
July 19, 2011 - March 19, 2014
BTG PACTUAL US CAPITAL, LLC
March 28, 2007 - May 2, 2011
ITAU BBA USA SECURITIES, INC.
July 12, 2005 - March 19, 2007
BRADESCO SECURITIES, INC.
May 15, 2000 - July 27, 2005
CITIGROUP GLOBAL MARKETS INC.
May 28, 1999 - April 28, 2000
SWISS AMERICAN SECURITIES INC.
April 21, 1999 - May 13, 1999
NATIXIS SECURITIES AMERICAS LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 55
Date: 3/20/1999
Limited Representative-Equity Trader ExamCurrent Firm
ARROWROOT PARTNERS, LLC
CRD#: 173085 / SEC#: , 8-69528
Contact information
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
