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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gislaine? Claim Your ProfileGislaine Cortez-puch is a financial advisor with Citigroup Global Markets Inc. based in Miami, FL. Gislaine has been in the industry since March 2003 and is registered with FINRA and the state of Florida. Gislaine has experience with a variety of firms, including CITI INTERNATIONAL FINANCIAL SERVICES LLC, VectorGlobal WMG, and EPIC CAPITAL SECURITIES. Gislaine holds the Series 66, SIE, and Series 7 licenses. Gislaine specializes in providing financial and investment advice to corporations, high net worth individuals, and other businesses.
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
07/12/2019 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
10/11/2018 - 03/11/2019
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
FL
09/05/2017 - 07/19/2018
VECTORGLOBAL WMG (MIAMI FL)
FL
09/06/2016 - 03/27/2017
EPIC CAPITAL SECURITIES (BOCA RATON FL)
FL
03/14/2013 - 01/21/2015
SANTANDER SECURITIES LLC (MIAMI FL)
FL
12/09/2010 - 01/28/2013
SANTANDER SECURITIES LLC (MIAMI FL)
FL
01/05/2004 - 08/25/2009
BANIF SECURITIES INC (MIAMI FL)
NY
06/06/2003 - 11/20/2003
GLOBAL STRATEGIC INVESTMENTS, LLC (BROOKLYN NY)
NY
03/19/2003 - 03/27/2003
DINOSAUR SECURITIES, L.L.C. (NEW YORK NY)
NY
09/29/1998 - 09/30/2002
STANDARD NEW YORK SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 07/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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
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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