Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Dieguez is a financial advisor with Citigroup Global Markets Inc. Edward has been in the industry since 1988. He has been registered with FINRA since 1983. Edward has passed the Series 7, 9, 10, 24, 31, 52, 53 and 66 exams. He also holds a Series 63 license. Edward has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. He specializes in portfolio management, financial planning, and asset allocation advice. Edward has extensive experience working with clients to help them reach their financial goals. He is a trusted advisor who can help you navigate the complex world of finance.
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
07/05/2018 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
08/31/2012 - 01/09/2017
PNC INVESTMENTS (INDIALANTIC FL)
FL
06/23/2011 - 05/31/2012
NEW ENGLAND SECURITIES (MIAMI FL)
NC
04/21/2009 - 09/13/2010
CAPITAL GUARDIAN, LLC (BELMONT NC)
FL
05/29/2007 - 05/12/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
09/26/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
CA
05/01/1998 - 10/03/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
06/16/1997 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
08/09/1996 - 01/24/1997
INTERCREDIT CAPITAL MARKETS, INC.
FL
02/26/1996 - 08/14/1996
SUNCOAST CAPITAL GROUP, LTD. (FT. LAUDERDALE FL)
NA
02/08/1995 - 03/12/1996
CIC CAPITAL
FL
04/18/1994 - 01/26/1995
FIRST EQUITY CORPORATION OF FLORIDA (MIAMI FL)
NY
06/12/1989 - 12/08/1993
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
FL
07/09/1987 - 06/27/1989
FIRST EQUITY CORPORATION OF FLORIDA (MIAMI FL)
NA
09/22/1983 - 12/16/1985
BUTCHER & SINGER INC.
BOTH
Issued 9/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 7/7/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/9/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 9/17/1983
Series 7 - General Securities Representative 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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