Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Citlalli? Claim Your ProfileCitlalli J Orduna is an investment advisor representative at Morgan Stanley with over 4 years of experience in the financial services industry. Citlalli holds a Series 7TO, Series 63 and Series 65 license. Citlalli's previous experience includes working as a financial advisor at J.P. Morgan Securities LLC. Citlalli specializes in providing financial planning, portfolio management and investment advisory services to individuals, businesses, investment companies, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
10/04/2022 - Present
Morgan Stanley (Tucson AZ)
AZ
09/27/2019 - 07/22/2021
J.P. MORGAN SECURITIES LLC (TUCSON AZ)
IA
Issued 09/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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