Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Agudelo is a financial advisor currently registered with Citigroup Global Markets Inc. Nicolas has been in the industry since 2017 and has extensive experience in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Nicolas is also a registered investment advisor in Texas. Previously, Nicolas was a financial advisor with Goldman Sachs & Co. LLC for two years.
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
08/24/2022 - Present
Citigroup Global Markets Inc. (DALLAS TX)
TX
05/04/2020 - 05/12/2022
GOLDMAN SACHS & CO. LLC (Dallas TX)
BOTH
Issued 08/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2020
Series 3 - National Commodity Futures Examination
BC
Issued 05/04/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2020
Series 7TO - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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