Marcelo - Genzini
Professional Summary
Marcelo - Genzini, who also goes by Marcelo Genzini, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marcelo Genzini
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
ALMARC TRADING LLC | PLANNER SECURITIES LLC | ALMARC TRADING, LP
Contact Information
Main Address
641 Lexington Avenue 14th Floor, Ste 1423, New York, NY 10022Mailing Address
1221 Brickell Avenue 9th Floor, Miami, FL 33131Phone Number
(646) 381-7000Established
Delaware since 12/10/2008Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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
(11/7/2022)
(11/7/2022)
(11/7/2022)
(1/24/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Mar 2010SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Marcelo - Genzini's CRS (Customer Relationship Summary).
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