Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Icaro? Claim Your ProfileIcaro Kaue De Santana Pazeti is an investment advisor representative at Citigroup Global Markets Inc. Icaro is a registered investment advisor with the state of New York and has been in the industry since 2020. Icaro holds several licenses, including the Series 3, Series 7, Series 52TO, Series 63, and Series 66 exams. Icaro specializes in working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Icaro has previously worked for J.P. Morgan Securities LLC. Icaro's previous work includes advising clients on asset allocation, financial planning, and portfolio management. Icaro also has experience with providing security ratings and selection of other advisors. Icaro has been registered with FINRA since 2022.
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
03/07/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
TX
06/29/2020 - 09/11/2021
J.P. MORGAN SECURITIES LLC (Houston TX)
BOTH
Issued 03/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2023
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2020
SIE - Securities Industry Essentials 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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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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