Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desiree? Claim Your ProfileDesiree Moreno-pineyro is a registered representative with Citigroup Global Markets Inc. and has been in the securities industry since June 16, 2007. Desiree is registered with the state of Florida and has a Series 66 license, along with Series 7, 9, 10, 31 and the SIE exam. In addition to Desiree's primary employment with Citigroup Global Markets Inc., Desiree is also a director for LGI Investments Corp. and DreamPrint, Inc. LLC. Desiree has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and currently works with a range of clients including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
NY
08/05/2010 - Present
Citigroup Global Markets Inc. (New York NY)
FL
01/07/2006 - 02/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/08/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/2005
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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