Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Marrero is a registered investment advisor representative with Citigroup Global Markets Inc. Juan has been in the industry since 2003 and has been registered with Citigroup Global Markets Inc. since 2011. Juan has a wide range of experience in the financial industry and has worked at several other firms prior to joining Citigroup. Juan is a dedicated and experienced advisor who is committed to providing clients with the highest level of service. Juan has passed both the Series 63 and Series 65 examinations for state registration and the Series 7 and SIE for the broker-dealer registration. Juan has been registered in multiple states including Florida, New York, California and many others.
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
FL
11/15/2011 - Present
Citigroup Global Markets Inc. (Miami FL)
PR
02/09/2005 - 08/05/2011
CITI INTERNATIONAL FINANCIAL SERVICES LLC (GUAYNABO PR)
PR
09/11/2003 - 05/16/2005
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
IA
Issued 11/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2003
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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