Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miriam? Claim Your ProfileMiriam Cabrera is a financial advisor at Citigroup Global Markets Inc. Miriam has been in the industry for 18 years and is registered with FINRA as a Registered Representative and with the state of Florida as an Investment Advisor Representative. Miriam has a Series 7 and Series 66 license. Miriam has held previous positions at HSBC Securities (USA) Inc., UBS International Inc. and LaSalle Financial Services, Inc. Miriam specializes in working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Miriam's focus is on providing asset allocation advice, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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
06/04/2018 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
07/24/2009 - 12/18/2017
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
04/07/2009 - 07/13/2009
UBS INTERNATIONAL INC. (CORAL GABLES FL)
FL
07/14/2003 - 06/11/2007
LASALLE FINANCIAL SERVICES, INC. (MIAMI FL)
BOTH
Issued 05/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2003
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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