Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucilo? Claim Your ProfileLucilo R. Palacio is a financial advisor at Citigroup Global Markets Inc. Lucilo Palacio has been in the financial services industry since 2001. Lucilo Palacio has a Series 7, Series 10, Series 9, Series 31, and Series 63 licenses. Lucilo Palacio is also registered as an Investment Advisor Representative. Lucilo Palacio has a strong background in financial planning and portfolio management. Lucilo Palacio is committed to providing his clients with personalized financial advice and investment strategies. Lucilo Palacio is a Vice Chair of the Key Biscayne Community Foundation.
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
10/02/2013 - Present
Citigroup Global Markets Inc. (MIAMI FL)
FL
10/01/2008 - 02/04/2013
J.P. MORGAN SECURITIES LLC (MIAMI FL)
NY
04/20/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/06/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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