Unclaimed
Nathalia Grisales is a registered representative with Citigroup Global Markets Inc. Nathalia has been in the industry since 2015. Nathalia has a Series 7, Series 6, and Series 63 licenses as well as a Series 66 license. Nathalia is registered in multiple states, including Florida, New York, California, Colorado, Delaware, Illinois, Maine, Maryland, New Jersey, Oregon, South Dakota, Tennessee, Texas, Virgin Islands, and Wyoming. Nathalia is associated with the Miami, FL branch office of Citigroup Global Markets 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.
1
2
FL
08/22/2023 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
08/03/2015 - 11/09/2018
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 08/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2015
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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