Marilu Moreno Rubio
Professional Summary
Marilu Moreno Rubio was a registered financial advisor. Marilu was a previously registered financial professional and started their career in finance 2013 - 2013. Marilu had worked at 1 firm and has passed the Series 99 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
INTERTRADING SECURITIES | INTERTRADING USA SECURITIES, INC.
Contact Information
Established
Florida since 06/02/2009Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INTERTRADING HOLDINGS, INC. | OWNER | — |
| CIGARROA, JOAQUIN GONZALEZ III | MEMBER OF THE BOARD OF DIRECTORS | 2720483 |
| FRIGOLET, ALEJANDRO | MEMBER OF THE BOARD OF DIRECTORS | 6222271 |
| LEGAYE, MELINDA GREIDER | FINOP/ CHIEF FINANCIAL OFFICER | 1020091 |
| QUIROZ, ALEJANDRO | SECRETARY | 6222270 |
| VILLASENOR BLANCO, LUIS ALONSO | CEO/CHIEF COMPLIANCE OFFICER | 5797936 |
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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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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