Unclaimed
Elsa M. Ramirez gonzalez is a financial advisor who has been in the industry since 2011. Elsa is currently registered with Citigroup Global Markets Inc. Elsa is a registered investment advisor and has a Series 7 and Series 63 license. In addition, Elsa holds a Series 65 license and is registered in New Jersey and New York. Elsa has a variety of experience in the industry, including previous employment with CITI PRIVATE ADVISORY, LLC. Elsa specializes in providing financial advice to high net worth individuals, corporations, pension plans, charitable organizations, and state or municipal government entities.
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
08/17/2021 - Present
Citigroup Global Markets Inc. (Miami FL)
NY
05/10/2017 - 11/30/2021
CITI PRIVATE ADVISORY, LLC (New York NY)
IA
Issued 03/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2011
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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