Unclaimed
Christina Rodriguez is a financial advisor with Citigroup Global Markets Inc. She is registered with the state of Texas and has over 9 years of experience in the financial services industry. Christina has a wide range of experience in the financial services industry, including working with various firms like Victory Capital Advisers, Inc., J.P. Morgan Securities LLC, and Securian Financial Services, Inc. Christina specializes in providing financial advice to individuals, businesses, and institutions. She holds Series 7, Series 63, Series 66, and SIE licenses and is a member of FINRA.
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
TX
09/09/2022 - Present
Citigroup Global Markets Inc. (San Antonio TX)
TX
11/01/2019 - 01/06/2020
VICTORY CAPITAL ADVISERS, INC. (San Antonio TX)
TX
12/12/2017 - 09/24/2019
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
TX
09/26/2016 - 11/27/2017
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
07/09/2014 - 09/21/2015
SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
TX
01/28/2011 - 12/05/2012
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/12/2007 - 12/10/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
BOTH
Issued 08/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 7 - General Securities 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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