Unclaimed
Cenovio Melendez is a financial advisor registered with Citigroup Global Markets Inc. Cenovio has been in the financial services industry for over 5 years. Cenovio works primarily in the Pasadena and Santa Monica, California areas. Cenovio has obtained the Series 6, Series 7, Series 63, and Series 65 licenses. Cenovio is also registered to conduct business in California, Florida and New Mexico. Cenovio's prior experience includes working at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Cenovio specializes in helping clients with retirement planning, investment strategies, and financial planning.
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
CA
04/06/2021 - Present
Citigroup Global Markets Inc. (Pasadena CA)
CA
07/01/2016 - 04/21/2021
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
IA
Issued 01/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative 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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