Unclaimed
Herminio Lagonegro is a registered representative with Citigroup Global Markets Inc. Herminio is also an investment advisor representative. Herminio has been in the securities industry since July 2001. Herminio has 16 approved registrations, including registrations in California, Florida, and New York. Herminio has passed the Securities Industry Essentials Examination (SIE), the General Securities Representative Examination (Series 7), and the Uniform Combined State Law Examination (Series 66). Herminio is a member of FINRA. Herminio provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. Herminio is currently registered with Citigroup Global Markets Inc. in Miami, FL. Herminio previously worked for CITICORP INVESTMENT SERVICES in Miami, FL.
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
08/31/2007 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
07/10/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
BOTH
Issued 08/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2001
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
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