Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eliana? Claim Your ProfileEliana Pereira is a financial professional with over 17 years of experience in the industry. Eliana has held various positions at prominent firms including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.P. Morgan Securities LLC. Eliana is currently registered with Citigroup Global Markets Inc. in New York and is a licensed Series 3, 4, 7, 9, 10, 24, 63, 65, and 66. Eliana provides a wide range of services to individual and institutional clients including asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Eliana's clients include high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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
07/21/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
12/04/2019 - 07/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/26/2014 - 04/03/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/29/2007 - 09/05/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/24/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
01/06/2006 - 03/23/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/27/2001 - 09/23/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
04/12/1999 - 11/16/1999
CIBC WORLD MARKETS (NEW YORK NY)
MD
02/23/1999 - 04/06/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
BOTH
Issued 02/28/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/06/2015
Series 4 - Registered Options Principal Examination
BC
Issued 12/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/09/2023
Series 3 - National Commodity Futures Examination
BC
Issued 04/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1999
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
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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