Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Javier Couttenye is an investment advisor representative with Citigroup Global Markets Inc., a large firm with over $50 billion in assets under management. Francisco has been working in the industry since May 2013 and is registered in 13 states as a broker-dealer and investment advisor. Francisco's professional experience includes working at Citigroup and previous roles at Ocean Financial Services, LLC, and Tradewire Securities LLC. Francisco holds the Series 66, Series 7, and Series 99 securities licenses, and has experience in a variety of financial services, including asset allocation advice, financial planning, pension consulting, and portfolio management. Francisco is also a real estate investor in Miami, Florida.
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
05/16/2014 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
06/11/2013 - 10/24/2013
OCEAN FINANCIAL SERVICES, LLC (MIAMI FL)
FL
03/06/2012 - 09/21/2012
TRADEWIRE SECURITIES LLC (CORAL GABLES FL)
BOTH
Issued 05/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2012
Series 99 - Operations Professional 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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