Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gonzalo? Claim Your ProfileGonzalo Luchetti is an investment advisor with over 17 years of experience in the financial services industry. Gonzalo is currently registered with Citigroup Global Markets Inc., having joined the firm in May 2007. Prior to this, Gonzalo worked at CITICORP INVESTMENT SERVICES and CHASE INVESTMENT SERVICES CORP. Gonzalo holds a variety of licenses and registrations including Series 63, 65, 7, 10, 24, and SIE, which allows Gonzalo to provide a broad range of financial services to clients. Gonzalo provides investment advice to high net worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations. Gonzalo is committed to providing his clients with personalized financial advice and guidance, and has a strong track record of success in helping individuals and institutions achieve their financial goals.
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
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
07/05/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
08/18/2004 - 04/18/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 11/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative 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
Not sure Gonzalo Luchetti is the right advisor for you? Invested Better is here to help.
