Unclaimed
Maria Irene Fernandez Townsend has been in the financial industry since January 12, 2008 and is currently registered with Citigroup Global Markets Inc. Maria Irene Townsend is an experienced financial advisor and has been working in the financial industry for over 15 years. Maria Irene Townsend has a strong understanding of the financial markets and is committed to providing her clients with the best possible investment advice. Maria Irene Townsend works with a variety of clients, including individuals, families, and businesses. She provides a range of services, including financial planning, investment management, and retirement planning.
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
CA
12/23/2019 - Present
Citigroup Global Markets Inc. (San Francisco CA)
CA
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
02/16/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN FRANCISCO CA)
BOTH
Issued 12/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/28/2018
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2004
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
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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