Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Eduardo Giralt is a financial advisor registered with Citigroup Global Markets Inc. Luis has been in the industry since 1996 and has been with Citigroup Global Markets Inc. since 2007. Luis specializes in providing financial advice to high net worth individuals, corporations, insurance companies, charitable organizations and pension and profit-sharing plans. Luis holds a Chartered Financial Analyst designation. He has a broad range of experience in financial markets and investment strategies. Luis is committed to providing his clients with personalized financial advice and investment solutions that meet their individual needs.
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
05/29/2007 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
04/18/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
NY
02/06/1996 - 02/08/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 3 - National Commodity Futures Examination
BC
Issued 02/02/1996
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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