Unclaimed
Camilo Cesar Samayoa is a financial professional with over a decade of experience in the financial services industry. Camilo's career spans several prominent firms including J.P. Morgan Securities Inc., UBS Securities LLC, and National Financial Services LLC. Currently, Camilo is registered with Citigroup Global Markets Inc. Camilo holds Series 7 and Series 63 licenses. Camilo's expertise includes providing investment advice, portfolio management, and financial planning services.
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
NY
03/21/2016 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
CT
05/11/2011 - 08/12/2014
UBS SECURITIES LLC (STAMFORD CT)
NJ
06/18/2009 - 04/28/2011
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NY
02/24/2006 - 05/11/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/24/2006 - 12/31/2008
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
BC
Issued 06/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2006
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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