Unclaimed
Mauricio Enrique Llamoas is a registered representative with Citigroup Global Markets Inc. Mauricio has been in the industry since January 30, 2013. Mauricio is registered in several states, including Florida, New Jersey, Indiana, Virginia, and the District of Columbia. Mauricio offers financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses. Mauricio is also a registered Investment Advisor Representative (IAR).
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
FL
02/24/2021 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
07/02/2012 - 01/04/2016
WELLS FARGO ADVISORS, LLC (PEMBROKE PINES FL)
IA
Issued 06/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2012
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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