Unclaimed
Lizette Rodriguez Hernandez has over 20 years of experience in the financial services industry. Lizette is a Registered Representative and Investment Advisor Representative for Citigroup Global Markets Inc. Lizette's career has included roles at a number of firms, including Citi International Financial Services LLC, VAB Financial, LLC, Kovack Securities Inc. and Financial Network Investment Corporation. Lizette has a wide range of experience and expertise in areas such as securities, options, municipal securities and investment advisory services. Lizette is currently registered in 53 states and the District of Columbia.
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
02/08/2023 - Present
Citigroup Global Markets Inc. (Long Island City NY)
PR
10/01/2014 - 08/19/2022
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
PR
03/21/2014 - 09/24/2014
VAB FINANCIAL, LLC (SAN JUAN PR)
PR
11/08/2012 - 02/13/2013
KOVACK SECURITIES INC. (SAN JUAN PR)
PR
12/13/2007 - 12/31/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (SAN JUAN PR)
PR
09/09/1996 - 05/16/2006
DORAL SECURITIES, INC. (PUERTO NUEVO PR)
NA
11/08/1994 - 07/11/1996
BANKERS TRUST CARIBE CAPITAL MARKETS, INC.
BOTH
Issued 8/5/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/5/2003
Series 4 - Registered Options Principal Examination
BC
Issued 4/11/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/3/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/31/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/4/1996
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
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