Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Estefania? Claim Your ProfileEstefania Perez is a registered representative with Citigroup Global Markets Inc. Estefania has been in the industry since July 2024 and is currently registered in Florida. Estefania has passed the Uniform Combined State Law Examination. Previously, Estefania worked at BroadSpan Capital in Miami, Florida, PricewaterhouseCoopers in New York, New York, Pescanova USA in Miami, Florida, and Georgetown University in Washington, D.C. Estefania is a licensed agent and provides investment advice and financial planning to individuals and businesses. Estefania is committed to providing her clients with the highest quality of service and helping them 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.
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2
FL
09/20/2024 - Present
Citigroup Global Markets Inc. (Miami FL)
Active
Inactive
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