Unclaimed
Fuad Jorge Muvdi arenas is a financial advisor with over 10 years of experience in the industry. Fuad is currently registered with Citigroup Global Markets Inc. and has previously worked with DEUTSCHE BANK SECURITIES INC. Fuad holds several licenses including Series 7, Series 7TO, Series 24 and Series 63. Fuad is licensed to sell securities in all 50 states and Washington, D.C. and has a wide range of experience in financial planning, portfolio management, and asset allocation.
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
NY
08/13/2020 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
01/19/2011 - 10/18/2012
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 07/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2020
Series 24 - General Securities Principal Examination
BC
Issued 08/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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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