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MG

Marcelo -. Genzini

PLANNER SECURITIES LLC
NEW YORK, NY 10022
Some features on this profile are disabled
CRD#: 4524189
MG

Professional summary

Marcelo - Genzini, who also goes by Marcelo Genzini, is a registered financial professional currently at PLANNER SECURITIES LLC located in New York, New York.

Marcelo is registered as a RR (Registered Representative) and started their career in finance in 2002. Marcelo has worked at 10 firms and has passed the Series 63, Series 66, Series 57TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Marcelo Genzini

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 Marcelo - Genzini'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

July 6, 2016 - Present

PLANNER SECURITIES LLC

Office #1: 641 Lexington Avenue 14th Floor, Ste 1423, New York, NY 10022Office #2: 641 Lexington Avenue 14th Floor, Ste 1423, New York, NY 10022
BD
CRD#: 36866
NEW YORK, NY
Past

July 31, 2014 - January 29, 2016

CHIMERA SECURITIES, LLC

BD
CRD#: 147566
NEW YORK, NY
Past

January 18, 2012 - June 26, 2014

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

July 7, 2010 - January 17, 2012

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
JERSEY CITY, NJ
Past

June 28, 2010 - June 30, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEW YORK, NY
Past

December 1, 2009 - June 15, 2010

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
JERSEY CITY, NJ
Past

August 28, 2009 - November 25, 2009

DINOSAUR FINANCIAL GROUP, L.L.C

BD
CRD#: 104446
NEW YORK, NY
Past

June 18, 2008 - January 27, 2009

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
JERSEY CITY, NJ
Past

March 10, 2008 - May 22, 2008

FATOR SECURITIES LLC

BD
CRD#: 142008
STAMFORD, CT
Past

June 11, 2007 - January 31, 2008

AGORA SECURITIES CORP.

BD
CRD#: 137317
NEW YORK, NY
Past

April 30, 2007 - May 21, 2007

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
NEW YORK, NY
Past

August 26, 2002 - March 6, 2007

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

August 22, 2002 - March 6, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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
California
(11/7/2022)
RR
Colorado
(11/7/2022)
RR
Florida
(11/7/2022)
RR
New York
(1/24/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 1/24/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/8/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 3/2/2010
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 8/21/2002
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PLANNER SECURITIES LLC
ALMARC TRADING LLC | PLANNER SECURITIES LLC | ALMARC TRADING, LP

CRD#: 36866 / SEC#: , 8-47498

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

Main Address
641 Lexington Avenue 14th Floor, Ste 1423, New York, NY 10022
Mailing Address
1221 Brickell Avenue 9th Floor, Miami, FL 33131
Phone number
(646) 381-7000
Established
Delaware since 12/10/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
PLANNER INTERNATIONAL, INC.OWNER
BYRNE, JOHN MICHAEL JRCHIEF COMPLIANCE OFFICER1255284
GADOTTI DE FIGUEIREDO, LEONARDOCHIEF EXECUTIVE OFFICER6917148
GRIMM, LINDA STEINMANNFINOP, PFO, POO1970620
VIGLIAROLO, JOSEPH CHARLESOPTIONS PRINCIPAL4880434

Disclosures

Regulatory Event2

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

PLANNER SECURITIES LLC

CRD#: 36866New York, NY 10022

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