Unclaimed
Carlos Fuhrmeister is a financial advisor with over 15 years of experience in the financial services industry. Carlos is currently registered with Citigroup Global Markets Inc. and is licensed in several states, including Florida, California, New York, Texas, and Maine. Carlos specializes in providing investment advice to a wide range of clients, including individuals, businesses, and institutions. Prior to joining Citigroup, Carlos worked at RBC Capital Markets LLC and BNP Paribas Investment Services LLC.
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
03/21/2016 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
04/17/2014 - 05/04/2015
RBC CAPITAL MARKETS, LLC (MIAMI FL)
FL
03/16/2010 - 04/21/2014
BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)
FL
05/19/2005 - 02/19/2009
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
BOTH
Issued 02/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2005
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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