Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Jesus Pages is an Investment Advisor Representative at Citigroup Global Markets Inc. Francisco has been in the financial services industry since September 16, 2001. Francisco has worked at Citigroup Global Markets Inc. since May 29, 2007. Francisco also worked for Citicorp Investment Services from April 5, 2000 to May 29, 2007. Francisco holds the Series 7, 10, 24, 63 and 65 licenses. Francisco is registered to provide investment advice in Connecticut, Florida, Illinois, Indiana, Massachusetts, New Jersey, New York, Oklahoma, and Pennsylvania. Francisco specializes in asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals.
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
03/03/2020 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (KEY BISCAYNE FL)
FL
04/05/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
IA
Issued 03/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
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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