Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boris? Claim Your ProfileBoris Ricardo Espinoza is a registered representative of Citigroup Global Markets Inc. and has been in the financial services industry since 2007. Boris is a Series 63, 66, 7 and SIE licensed professional, and is registered in 53 states and Puerto Rico. He has prior experience with J.P. Morgan Securities LLC and SunTrust Robinson Humphrey, Inc. Boris specializes in providing investment advice to high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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2
FL
06/05/2014 - Present
Citigroup Global Markets Inc. (MIAMI FL)
FL
10/14/2010 - 03/05/2014
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
11/17/2009 - 08/30/2010
SUNTRUST ROBINSON HUMPHREY, INC. (MIAMI FL)
NY
08/04/2006 - 06/16/2009
ABN AMRO INCORPORATED (NEW YORK NY)
BOTH
Issued 06/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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