Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar A Alonso is a registered representative with Citigroup Global Markets Inc. Cesar has been in the securities industry since 2007. Cesar is licensed in all 50 states and Puerto Rico. Cesar is a Series 66, Series 7, Series 9, and Series 10 licensed professional. In addition to the current firm, Cesar has previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CITI INTERNATIONAL FINANCIAL 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
01/02/2015 - Present
Citigroup Global Markets Inc. (Miami FL)
PR
09/20/2021 - 08/19/2022
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
FL
05/25/2021 - 07/28/2021
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
FL
08/27/2007 - 11/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 03/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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
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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