Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerel rodney? Claim Your ProfileJerel Rodney Llanto Ona is a financial advisor at Citigroup Global Markets Inc. Jerel has been in the industry since 2006 and is registered in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. Jerel focuses on providing financial advice to high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and state or municipal government entities. Jerel is also a board member and youth teacher at Gam Yachad Messianic Congregation.
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
TX
08/15/2019 - Present
Citigroup Global Markets Inc. (San Antonio TX)
TX
02/22/2006 - 12/04/2006
ALLIANCEBERNSTEIN INVESTMENTS, INC. (SAN ANTONIO TX)
MN
01/01/2006 - 02/01/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 08/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 7 - General Securities Representative 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
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
Not sure Jerel rodney Ona is the right advisor for you? Invested Better is here to help.
