Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Beatriz Valdivieso is a registered investment advisor representative with Citigroup Global Markets Inc. Maria is a securities professional with over 14 years of experience in the financial services industry. Maria has been registered with Citigroup Global Markets Inc. since May 2018, and prior to that, was registered with HSBC SECURITIES (USA) INC. and UBS INTERNATIONAL INC. Maria holds the Series 7, Series 63, and Series 65 licenses. Maria specializes in providing financial planning and investment advice to high-net-worth individuals, corporations, and other businesses. Maria also provides advisory services to charitable organizations and pension and profit-sharing plans.
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
10/23/2018 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
07/15/2009 - 05/17/2018
HSBC SECURITIES (USA) INC. (MIAMI FL)
NY
10/24/2008 - 04/30/2009
UBS INTERNATIONAL INC. (NEW YORK NY)
IA
Issued 10/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2008
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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