Maria Marcano Pereira (CRD# 6594425) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 8 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | Miami, FL | Jul 2021 - Current | 2 |
| Db Usa Core Corporation | Miami, FL | Mar 2021 - Jun 2021 | < 1 |
| Deutsche Bank Securities Inc. | Miami, FL | Sep 2019 - Jun 2021 | 1 |
| Deutsche Bank Trust Company Americas (affiliate Of Dbsi) | Miami, FL | Sep 2019 - Mar 2021 | 1 |
| Deutsche Bank Trust Company Americas (affiliate Of Dbsi) | New York, NY | Mar 2019 - Sep 2019 | < 1 |
| Deutsche Bank Securities Inc. | New York, NY | Dec 2015 - Sep 2019 | 3 |
| Db Trust Company Americas | New York, NY | Jul 2015 - Dec 2015 | < 1 |
| Bentley University | Waltham, MA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- FL
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Total Assets Under Management40,516MILLIONS
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Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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