Unclaimed
Andreina Rodriguez confortti is a registered representative with Citigroup Global Markets Inc., licensed in Florida and Michigan. Andreina is a seasoned professional with a proven track record of success in the financial services industry. Having worked in the industry since 2019, Andreina has experience with various aspects of wealth management, including portfolio management, financial planning, and asset allocation advice. Andreina was previously affiliated with CITI INTERNATIONAL FINANCIAL SERVICES LLC, and has held positions at various other financial institutions.
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
04/06/2021 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
12/23/2019 - 07/27/2021
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
BC
Issued 04/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2019
SIE - Securities Industry Essentials 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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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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