Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belki? Claim Your ProfileBelki Guevara is an investment advisor representative at Citigroup Global Markets Inc. with over four years of experience in the financial services industry. Belki is registered with the state of Texas as an investment advisor representative and a securities agent. Belki Guevara offers advisory services such as financial planning, portfolio management for businesses and individuals, selection of other advisors, and security ratings. Belki is also active in the following specializations: Mutual Funds and Variable Annuities, Exchange Traded Funds (ETFs), Fixed Annuities, Variable Life and Variable Universal Life Insurance, and Annuities.
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
11/22/2023 - Present
Citigroup Global Markets Inc. (Miami FL)
IA
Issued 11/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/26/2023
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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