Unclaimed
Alejandro Alberto Pereiro is a registered representative with Citigroup Global Markets Inc. Alejandro has been in the industry for 2 years and is registered in Florida as both a broker and an investment advisor. Alejandro is also registered in New York as a broker. Alejandro has passed the Series 63, Series 65, Series 6TO and SIE exams. Alejandro's firm, Citigroup Global Markets Inc. manages over $40 billion in assets and has over 50,000 clients. The firm offers a variety of services including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
11/21/2022 - Present
Citigroup Global Markets Inc. (Miami FL)
IA
Issued 11/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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