Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cuini? Claim Your ProfileCuini Mo is an active broker registered with Citigroup Global Markets Inc., a firm with over $50 billion in assets under management and a strong focus on investment advice for high-net-worth individuals, corporations, and charitable organizations. Cuini Mo has been in the industry since 2015 and is licensed in Colorado, Connecticut, District of Columbia, Florida, Idaho, Louisiana, Maryland, and Puerto Rico. In addition to being a registered representative with Citigroup, Cuini Mo previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Securities LLC. Cuini Mo holds the Series 7, Series 63, SIE, and Series 79TO licenses.
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
CA
07/18/2024 - Present
Citigroup Global Markets Inc. (San Francisco CA)
NY
05/12/2015 - 10/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/17/2003 - 10/18/2004
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 05/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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