Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felipe? Claim Your ProfileFelipe Robledo is a financial advisor with Citigroup Global Markets Inc. Felipe has been in the industry since 2013 and is registered to provide investment advice in Florida, California, New York and Ohio. Felipe has experience working with Citigroup Global Markets Inc. , Citi International Financial Services LLC, BlackRock Investments, LLC, and Global Investor Services, L.C. Felipe holds the Series 7, Series 63, and Series 66 licenses as well as the SIE exam. Felipe has experience in working with high-net-worth individuals, corporations, pension 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.
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2
FL
06/15/2018 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
01/22/2021 - 07/27/2021
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
FL
04/08/2016 - 03/13/2018
BLACKROCK INVESTMENTS, LLC (MIAMI FL)
FL
10/15/2013 - 04/07/2016
GLOBAL INVESTOR SERVICES, L.C. (MIAMI FL)
BOTH
Issued 6/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2013
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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