Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josielle? Claim Your ProfileJosielle Cristina de araújo Leite is a financial advisor with Citigroup Global Markets Inc. Josielle is registered in 27 states and the District of Columbia. Josielle has been a financial advisor for over six years and has experience in the securities industry since 2016. Josielle has her Series 7, Series 10, Series 9, and Series 66 licenses. Josielle specializes in providing investment advice for individuals, corporations, and other businesses. Josielle is also able to provide advice for pension consulting, portfolio management and financial 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.
1
2
NY
02/02/2023 - Present
Citigroup Global Markets Inc. (New York NY)
NY
01/12/2021 - 03/04/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
04/13/2017 - 07/27/2021
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
FL
11/09/2016 - 11/28/2016
EFG CAPITAL INTERNATIONAL (MIAMI FL)
BOTH
Issued 05/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2016
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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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 Josielle Leite is the right advisor for you? Invested Better is here to help.
