Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Anthony Vera is an investment advisor representative who has been in the industry since January 4, 2009. George is currently registered with Citigroup Global Markets Inc. and is active in both the broker-dealer and investment advisor fields. George has been registered with Citigroup since October 31, 2019. Prior to that, George held positions with Prudential Insurance Company of America, Pruco Securities, LLC, Capital One Advisors, LLC and Wells Fargo Advisors, LLC. George has a wide range of experience in the financial services industry and is committed to providing his clients with personalized advice and guidance.
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
DC
10/31/2019 - Present
Citigroup Global Markets Inc. (Washington DC)
MD
06/22/2018 - 08/27/2019
PRUCO SECURITIES, LLC. (Bethesda MD)
VA
05/18/2015 - 05/03/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
DC
08/09/2013 - 06/23/2014
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
CA
11/30/2010 - 09/23/2011
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
CA
06/17/2010 - 12/01/2010
FIDELITY BROKERAGE SERVICES LLC (PASADENA CA)
NY
02/01/2007 - 06/09/2008
AMERIPRISE FINANCIAL SERVICES, INC. (KEW GARDENS NY)
IL
06/07/2004 - 01/08/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
MN
06/07/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
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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