Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Paz is a financial advisor with over 20 years of experience in the industry. Christian is registered to provide investment advice in all states and is currently employed with Citigroup Global Markets Inc. Christian has experience in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Christian has also worked for Citi Private Alternatives, LLC, Citicorp Investment Services, and TD Waterhouse Investor Services, Inc. Christian provides a wide range of investment advisory services, including portfolio management, financial planning, and asset allocation advice.
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.
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2
FL
05/10/2016 - Present
Citigroup Global Markets Inc. (MIAMI FL)
FL
03/28/2017 - 12/14/2023
CITI PRIVATE ALTERNATIVES, LLC (MIAMI FL)
FL
05/29/2007 - 10/30/2015
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
02/05/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
NY
04/02/2002 - 10/21/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NE
08/03/2000 - 08/22/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 09/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
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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