Unclaimed
Edison Domingo Aracena Lorenzo is a financial advisor with Citigroup Global Markets Inc. Edison has been in the industry for over two years, and has been registered as a securities representative in both New York and New Jersey. Edison specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, high-net-worth individuals, businesses, and charitable organizations. Edison has a strong track record of helping clients achieve their financial goals.
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
NJ
08/18/2022 - Present
Citigroup Global Markets Inc. (Fort Lee NJ)
NY
11/11/2019 - 05/18/2021
J.P. MORGAN SECURITIES LLC (BRONX NY)
BOTH
Issued 08/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/28/2019
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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