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MV

Marcos R. Velez Green

PARITER SECURITIES
Guaynabo, PR 00966
Some features on this profile are disabled
CRD#: 6841122
MV

Professional summary

Marcos R. Velez Green is a registered financial professional currently at PARITER SECURITIES, LLC located in Guaynabo, .

Marcos is registered as a RR (Registered Representative) and started their career in finance in 2017. Marcos has worked at 1 firm and has passed the Series 99TO, SIE and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Marcos R. Velez Green'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

November 16, 2017 - Present

PARITER SECURITIES, LLC

Office #1: 243 Carretera #2, Guaynabo, PR 00966
BD
CRD#: 127836
Guaynabo, PR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 27
Date: 11/16/2017
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PARITER SECURITIES, LLC
ALPHA PRD, INC. | PARITER SECURITIES, LLC | PARITER SECURITIES, INC.

CRD#: 127836 / SEC#: , 8-66064

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

Main Address
243 Carretera #2, Guaynabo, PR 00966
Mailing Address
P.o. Box 11852, San Juan, PR 00922
Phone number
(787) 781-2555
Established
Puerto Rico since 03/11/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 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#
RIVERA FERNANDEZ, FRANCISCO JOSEMEMBER, PRESIDENT2303039
SOTOMAYOR ALAMO, EDUARDOMUNICIPAL PRINCIPAL4479048
SOTOMAYOR ALAMO, EDUARDOCHIEF COMPLIANCE OFFICER, OPTIONS PRINCIPAL4479048
VELEZ GREEN, MARCOS R.FINOP6841122

Disclosures

Regulatory Event6

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

PARITER SECURITIES, LLC

CRD#: 127836Guaynabo, PR 00966

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