Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Luis Bejines is a registered investment advisor representative with Citigroup Global Markets Inc. Jose has been in the securities industry since November 6, 2018. Jose is registered in the state of California and has a Series 66 license. Citigroup Global Markets Inc. is a large firm with over $50 billion in assets under management. The firm offers a variety of investment services, including financial planning, portfolio management for individuals and businesses, and asset allocation 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.
1
2
CA
05/28/2021 - Present
Citigroup Global Markets Inc. (DANVILLE CA)
BOTH
Issued 12/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2018
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
Not sure Jose Bejines is the right advisor for you? Invested Better is here to help.
