Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diego? Claim Your ProfileDiego Moretti Xavier de Aguiar is a financial advisor with Citigroup Global Markets Inc. Diego Moretti Xavier de Aguiar has been in the industry since 2019. Diego Moretti Xavier de Aguiar has a Series 66, Series 24, Series 10, Series 9, Series 7TO and SIE licenses. Diego Moretti Xavier de Aguiar also holds registrations in Florida and New York. Diego Moretti Xavier de Aguiar has prior experience with CITI INTERNATIONAL FINANCIAL SERVICES LLC. Diego Moretti Xavier de Aguiar specializes in Asset Allocation Advice, financial planning, pension consulting, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
FL
09/11/2019 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
06/25/2020 - 07/27/2021
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
BOTH
Issued 08/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2018
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
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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