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 a financial advisor who has been in the industry since 2008. Currently, Jimmy is affiliated with Citigroup Global Markets Inc. Jimmy is licensed to provide investment advice in Texas and Florida, and also holds the Series 7, 10, 9, 66, and 63 licenses. Jimmy's specializations include Financial Planning, Portfolio Management for individuals and businesses, Asset Allocation Advice, and Retirement Planning.
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.
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2
TX
03/16/2021 - Present
Citigroup Global Markets Inc. (San Antonio TX)
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 03/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/28/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2007
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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