Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Paula Patino diaz is a registered investment advisor representative with Citigroup Global Markets Inc. Maria has been in the industry since 2002. Maria has a Series 31, Series 7, and SIE license. Maria holds a combined state law license and is also registered in 24 states and Puerto Rico. Maria is associated with the Miami, FL office of Citigroup Global Markets Inc. Prior to joining Citigroup Global Markets Inc. in 2007, Maria worked at CITICORP INVESTMENT SERVICES and ABN AMRO FINANCIAL SERVICES, INC.
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
05/29/2007 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
04/15/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
IL
12/03/2001 - 02/13/2003
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 06/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 11/30/2001
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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