Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucia? Claim Your ProfileLucia Isabel Cardenas is an investment professional with Citigroup Global Markets Inc. based in Miami, Florida. Lucia Cardenas holds the Series 63, Series 79TO and SIE licenses. Lucia Cardenas has been active in the industry since April 15, 2024 and is registered in 53 states and is a registered representative of FINRA and the state of Florida. Lucia Cardenas has a specialization in advising individuals, corporations and businesses.
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
FL
04/16/2024 - Present
Citigroup Global Markets Inc. (Miami FL)
BC
Issued 01/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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