Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camila? Claim Your ProfileCamila Poleto Bernardi is a registered representative with Citigroup Global Markets Inc. Camila has been in the industry since 2011. Camila has passed a series of exams including Series 3, Series 7, Series 10, Series 24, Series 63 and Series 66. Camila has been registered with the state of Florida since 2012. Camila is also registered with the state of New Jersey. Camila is currently employed with Citigroup Global Markets Inc. where she is a registered representative and an investment advisor representative.
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
08/17/2016 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
09/20/2011 - 05/31/2012
BANCO DO BRASIL SECURITIES LLC (MIAMI FL)
BOTH
Issued 09/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/2011
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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