Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everett? Claim Your ProfileEverett Pimentel is a financial advisor registered with Citigroup Global Markets Inc. Pimentel has been working in the financial industry since 2009. Pimentel works in the San Antonio, TX office of Citigroup Global Markets Inc., and is licensed in 53 states and the District of Columbia. The firm is headquartered in New York, NY and manages over $50 Billion in assets. Pimentel's expertise covers a wide range of financial planning and investment services, including asset allocation advice, portfolio management for businesses and individuals, pension consulting, selection of other advisers, and publication of periodicals.
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
TX
10/11/2013 - Present
Citigroup Global Markets Inc. (San Antonio TX)
NJ
08/06/2004 - 02/28/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2004
Series 6 - Investment Company Products/Variable Contracts 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.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
N
NYSE American LLC
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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
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Nasdaq Stock Market
N
New York Stock Exchange
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