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Marisol Andreoni

Utopia Wealth Management, LLC

Coconut Creek, FL

Parkland, FL

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Current Employers
Utopia Wealth Management, Llc

6810 N. State Rd. 7, Coconut Creek, FL 33073 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-31
  • FL RA
    APPROVED
    Since 2023-01-31

Branch Locations

6810 N. State Rd. 7, Coconut Creek, FL 33073 • United States

Parkland, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets, Inc. Miami FL 05/2012 03/2022
Unemployed South Parkland FL 03/2022 12/2022
Utopia Wealth Management, Llc Parkland FL 01/2023 Present
Previous Registrations
Other Businesses

INSURANCE AGENT. INVESTMENT-RELATED. START DATE-1/21/1994, 0 HOURS SPENT PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-01-13
S63 Uniform Securities Agent State Law Examination 1991-02-19
  • S65 Uniform Investment Adviser Law Examination
    2000-01-13
  • S63 Uniform Securities Agent State Law Examination
    1991-02-19
Other Names
  • Marisol Flores
  • Marisol Perez

View on SEC IAPD

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