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MT

Marcelo Taborda

WEBULL FINANCIAL LLC
St. Petersburg, FL 33716
Some features on this profile are disabled
CRD#: 5411456
MT

Professional summary


Marcelo Taborda, who also goes by Marcelo Tabora, is a registered financial professional currently at WEBULL FINANCIAL LLC located in St. Petersburg, Florida.

Marcelo is registered as a RR (Registered Representative) and started their career in finance in 2007. Marcelo has worked at 5 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marcelo Tabora

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 Taborda'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

May 6, 2025 - Present

WEBULL FINANCIAL LLC

Office #1: 200 Carillon Pkwy Floor 4, St. Petersburg, FL 33716
BD
CRD#: 289063
St. Petersburg, FL
Past

January 31, 2019 - May 1, 2019

INTL FCSTONE CREDIT TRADING LLC

BD
CRD#: 41025
WINTER PARK, FL
Past

October 13, 2016 - July 10, 2017

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
WINTER PARK, FL
Past

July 11, 2008 - February 27, 2025

STONEX FINANCIAL INC.

BD
CRD#: 45993
WINTER PARK, FL
Past

October 11, 2007 - June 30, 2008

NORTH AMERICAN CLEARING, INC.

BD
CRD#: 39118
LONGWOOD, FL

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
Florida
(5/6/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/7/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/28/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


WF
WEBULL FINANCIAL LLC
WEBULL FINANCIAL LLC

CRD#: 289063 / SEC#: , 8-69978

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


Main Address
44 Wall Street 2nd Floor, New York, NY 10005
Mailing Address
44 Wall Street 2nd Floor, New York, NY 10005
Phone number
(917) 725-2448
Established
Delaware since 05/24/2017
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#
WEBULL HOLDINGS (US) INC.OWNER/ MANAGING MEMBER
DENIER, ANTHONY MICHAELCHIEF EXECUTIVE OFFICER3260208
ENGELSOHN, MOSHE BINYAMINFINOP / CHIEF FINANCIAL OFFICER2504044
KEATING, JOHNCHIEF COMPLIANCE OFFICER7087074
LU, SHENCHIEF OPERATING OFFICER4640530

Disclosures


Regulatory Event5
Arbitration1

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


WEBULL FINANCIAL LLC

CRD#: 289063St. Petersburg, FL 33716

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