Unclaimed
Amarilis Larragoity is a Registered Representative and Investment Advisor Representative at Citigroup Global Markets Inc. with over 20 years of experience in the financial services industry. Amarilis has held prior positions with firms such as Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and UBS Financial Services Inc. Amarilis holds the Series 4, 7, 9, 10, 24, 27, 63, 66, 99TO, and SIE licenses and has a deep understanding of investment strategies and financial planning. Amarilis is committed to providing personalized and comprehensive financial advice to help her clients achieve their financial goals.
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
08/03/2021 - Present
Citigroup Global Markets Inc. (Fort Lauderdale FL)
FL
08/21/2014 - 04/15/2020
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
10/18/2012 - 01/02/2013
J.P. MORGAN SECURITIES LLC (PLANTATION FL)
PR
07/21/2009 - 11/10/2010
CONSULTIVA SECURITIES, INC. (GUAYNABO PR)
PR
05/16/2008 - 10/09/2008
UNIVERSAL FINANCIAL SERVICES INC. (GUAYNABO PR)
PR
04/08/2003 - 08/01/2006
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)
NJ
04/08/2003 - 06/01/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
PR
10/28/2002 - 04/02/2003
BBV CAPITAL MARKETS OF PUERTO RICO (HATO REY PR)
TX
05/28/1999 - 08/21/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PR
05/16/1997 - 04/12/1999
POPULAR SECURITIES, INC. (SAN JUAN PR)
NY
11/08/1995 - 06/07/1996
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 2/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/3/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/10/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 9/20/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/10/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/16/1998
Series 4 - Registered Options Principal Examination
BC
Issued 12/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/4/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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