Marcel Diaz (CRD# 5957068) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami Beach, FL and has 1 year 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 Beach, FL | Jan 2022 - Current | 2 |
| Homemaking | Miami, FL | Apr 2021 - Dec 2021 | < 1 |
| Pnc Bank | Durham, NC | Nov 2017 - Apr 2021 | 3 |
| Pnc Investments | Pittsburgh, PA | Nov 2017 - Apr 2021 | 3 |
| Mml Investors Services, LLC | Raleigh, NC | Jul 2017 - Nov 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Raleigh, NC | Jun 2017 - Nov 2017 | < 1 |
| J.p. Morgan Securities LLC | Miami, FL | Oct 2012 - Mar 2017 | 4 |
| Jp Morgan Chase Bank | Miami, FL | Apr 2010 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- FL
-
Total Assets Under Management40,516MILLIONS
-
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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