Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maribelda? Claim Your ProfileMaribelda Fajardo Dhaliwal is a financial professional registered with Citigroup Global Markets Inc. Maribelda has been in the industry since 2008 and has prior experience with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Maribelda holds the Series 6, 7, 63 and 66 licenses. Maribelda is located in Houston, TX and specializes in providing investment advice to individuals and businesses. Maribelda's areas of focus include asset allocation, financial planning, pension consulting, and portfolio management for individuals and businesses.
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
TX
09/19/2018 - Present
Citigroup Global Markets Inc. (Houston TX)
TX
10/01/2012 - 09/20/2018
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
09/29/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 02/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2008
Series 6 - Investment Company Products/Variable Contracts 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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