Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Perez is a financial advisor registered with Citigroup Global Markets Inc.. Luis has been in the industry since 2018. Luis is licensed to provide investment advice in Florida, Arizona, California, Connecticut, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New Mexico, New York, North Carolina, Oregon, Puerto Rico, Tennessee, Texas, Virginia, and Washington. Luis is also licensed to provide investment advice in Florida as an Investment Advisor Representative. Luis specializes in Asset allocation advice, Financial planning, Pension consulting, Publication of periodicals, Selection of other advisers, Portfolio management for businesses, and Portfolio management for individuals.
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
05/07/2024 - Present
Citigroup Global Markets Inc. (WESTON FL)
FL
04/13/2018 - 04/12/2024
CITIGROUP GLOBAL MARKETS INC. (WESTON FL)
IA
Issued 05/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2018
Series 6 - Investment Company Products/Variable Contracts 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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