Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Roberto Bueso is an Investment Advisor Representative with Citigroup Global Markets Inc. Jimmy has been in the financial services industry since 2007. Jimmy has a wide range of experience in the financial services industry, with over 15 years of experience in the industry. He holds multiple licenses and qualifications, including Series 7, Series 9, Series 10, and Series 63. Jimmy is registered to offer securities and advisory services in most states. He is also a registered representative of Citigroup Global Markets Inc. and has been with the firm since 2007. Jimmy has experience working with a variety of client types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is dedicated to providing his clients with personalized financial advice and investment strategies. Jimmy believes in building strong relationships with his clients and is committed to helping them 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
FL
03/16/2021 - Present
Citigroup Global Markets Inc. (Jacksonville FL)
TX
05/29/2007 - 12/19/2017
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
02/06/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)
BOTH
Issued 3/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/5/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 5/28/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 2/5/2007
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
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