Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Loredo is a financial advisor with Citigroup Global Markets Inc. Felix has been in the industry since 2003. Felix is registered to offer investment advice in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Felix's specializations include Portfolio management for individuals, Portfolio management for businesses, Financial planning, Security ratings, Asset allocation advice and Selection of other advisors.
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
DC
01/06/2016 - Present
Citigroup Global Markets Inc. (Washington DC)
MD
10/02/2009 - 12/23/2015
SUNTRUST INVESTMENT SERVICES, INC. (CALIFORNIA MD)
MD
11/07/2008 - 10/02/2009
PNC INVESTMENTS (INDIAN HEAD MD)
MD
05/01/2007 - 11/05/2008
SUNTRUST INVESTMENT SERVICES, INC. (BOWIE MD)
MD
03/03/2004 - 02/07/2007
SUNTRUST INVESTMENT SERVICES, INC. (CALIFORNIA MD)
NJ
01/07/2002 - 01/14/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 01/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2002
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
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
Not sure Felix Loredo is the right advisor for you? Invested Better is here to help.
