Unclaimed
Jericho Alexander Borges is a financial advisor with Citigroup Global Markets Inc. Jericho is a registered representative in Florida and Texas and is also registered as an investment advisor in Florida and Texas. Jericho has been in the financial services industry since 1999 and has worked for several other firms including Wells Fargo Clearing Services, LLC and HSBC Securities (USA) Inc. Jericho has a wide range of experience in the financial services industry and is dedicated to providing his clients with personalized financial advice. Jericho provides financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, corporations, and charitable organizations.
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
09/02/2021 - Present
Citigroup Global Markets Inc. (Miami Beach FL)
FL
11/07/2011 - 09/08/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
03/18/2010 - 11/08/2011
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
04/06/2005 - 03/16/2010
CHARLES SCHWAB & CO., INC. (CORAL GABLES FL)
MO
10/01/2000 - 03/30/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
08/22/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/07/1999 - 07/21/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1999
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
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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