Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Lara is a registered representative with Citigroup Global Markets Inc. Jose is registered with the following securities authorities: New Jersey, New York, and Pennsylvania. Jose has been in the financial services industry for at least 10 years. Prior to joining Citigroup Global Markets Inc. Jose was a registered representative with CITI PRIVATE ADVISORY, LLC. Jose has a Series 66, Series 7 and Series 79TO license. Jose also has a SIE designation.
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
NY
10/20/2022 - Present
Citigroup Global Markets Inc. (New York NY)
NY
07/31/2020 - 05/16/2022
CITI PRIVATE ADVISORY, LLC (New York NY)
BOTH
Issued 08/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2020
SIE - Securities Industry Essentials 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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