Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Moreinos Benzaquen is a financial advisor with Citigroup Global Markets Inc. Jimmy has over 18 years of experience in the financial services industry. Jimmy is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 3, 4, 7, 24, 63, and 66 licenses. Jimmy is also registered with the state of Connecticut as an Investment Advisor Representative. Jimmy provides asset allocation advice, financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses. Prior to joining Citigroup Global Markets Inc., Jimmy worked at Deutsche Bank Securities Inc. and J.P. Morgan Securities LLC. Jimmy has a strong track record of success in helping clients achieve their financial goals.
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
09/26/2024 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
06/20/2014 - 04/19/2017
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/05/2011 - 09/30/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/20/2008 - 12/07/2010
SAFRA SECURITIES LLC (NEW YORK NY)
NY
03/03/2005 - 02/15/2008
BANCO DO BRASIL SECURITIES LLC (NEW YORK NY)
BOTH
Issued 07/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/23/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2004
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
Not sure Jimmy Benzaquen is the right advisor for you? Invested Better is here to help.
