Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Filipa? Claim Your ProfileFilipa Castelo branco is a registered representative and investment advisor representative with Citigroup Global Markets Inc.. Filipa has been in the securities industry since 2010. Filipa holds Series 7, Series 24, and Series 66 securities licenses. Filipa has been registered with Citigroup Global Markets Inc. since 2019. Prior to that, Filipa was registered with CITI INTERNATIONAL FINANCIAL SERVICES LLC, INSIGNEO SECURITIES, LLC, BRICKELL GLOBAL MARKETS, INC., and E.S. FINANCIAL SERVICES, INC. Filipa has specialized in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Filipa is also a registered investment advisor representative with Citigroup Global Markets Inc. in Florida and New York.
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
05/28/2024 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
02/07/2019 - 07/27/2021
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
FL
01/26/2018 - 11/02/2018
INSIGNEO SECURITIES, LLC (CORAL GABLES FL)
FL
03/02/2010 - 03/08/2016
BRICKELL GLOBAL MARKETS, INC. (MIAMI FL)
FL
12/08/2006 - 02/02/2009
E.S. FINANCIAL SERVICES, INC. (MIAMI FL)
BOTH
Issued 05/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2006
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
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