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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathan? Claim Your ProfileJohnathan Kilwien is a financial advisor registered with Citigroup Global Markets Inc. based in San Antonio, TX. Johnathan has been in the financial industry since 2007. Johnathan's areas of expertise include asset allocation advice, financial planning, and portfolio management for individuals and businesses. He has passed the Series 63, 65, 7, 9, 10, and 24 exams. Johnathan has been active in the financial industry for over 15 years and is committed to providing clients with personalized financial advice.
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
03/04/2014 - Present
Citigroup Global Markets Inc. (San Antonio TX)
TX
01/03/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)
IA
Issued 03/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/26/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/06/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2007
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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