Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desi? Claim Your ProfileDesi Gonzalez-posada is a registered representative with Citigroup Global Markets Inc., operating from the Miami, FL branch. Desi has been in the financial services industry since January 2022. Desi holds Series 66, Series 7TO and SIE licenses. Prior to joining Citigroup, Desi was employed by WELLS FARGO CLEARING SERVICES, LLC. Desi specializes in Retirement Planning, College Savings, Estate Planning, Annuities, Mutual Funds, and Investment Advisory Services. Desi has a proven track record of providing comprehensive financial solutions to a diverse clientele, including individuals, families, and businesses.
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
10/14/2022 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
01/05/2022 - 10/06/2022
WELLS FARGO CLEARING SERVICES, LLC (NORTH MIAMI FL)
BOTH
Issued 03/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials 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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