Solita Marcelli

Current Employers

Employment History

• 09/2006 → 10/2019
  Jp Morgan Securities Inc.
  New York, NY
• 10/2019 → Present
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

Entity Name: The Financial Clinic Investment related: Yes Address: 254 Brooklyn, NY Nature of the other business: Financial development organization. The Clinic's mission is to build working poor families' financial security through direct services and by advocating for systemic change. Position/Title/Relationship: Advisory Group Member Start Date: 11-Jul-2019 Approximate # of hours a month: 2-4 hours a quarter Approximate # of hours during securities trading hours: 2-4 hours per quarter Briefly describe your duties: Member in the financial inclusion marketplace partner advisory group Entity Name: UJA-Federation of New York Investment related: Yes Address: 130 New York, NY Nature of the other business: United Jewish Appeal - Federation of Jewish Philanthropies of New York, Inc. raises and allocates funds annually to combat poverty, help the elderly age with dignity, promote Jewish identity and renewal, strengthen connections between the Jewish people worldwide, care for people with disabilities and special needs, and stand in support of the people of Israel. Position/Title/Relationship: Other Start Date: 30-Aug-2018 Approximate # of hours a month: 1.5 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Serve as a member on The Finance Committee which oversees the fiscal and administrative operations of company.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-11-28

Other Names

• Solita Kalaora