Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hubert? Claim Your ProfileHubert Cruz is an investment advisor representative with Citigroup Global Markets Inc., based in Miami, Florida. Hubert has been in the financial industry since February 2001. Hubert specializes in providing investment advice and financial planning services to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Hubert also provides asset allocation advice, security ratings, and publication of periodicals. Hubert has been registered with the state of Florida as an investment advisor representative since September 2008. Hubert is a registered representative with FINRA and is licensed to sell securities in multiple states. Hubert also owns rental properties 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
09/03/2008 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
02/21/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
BOTH
Issued 08/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
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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