Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Cuillo is an active investment advisor representative at Citigroup Global Markets Inc. Patrick has been in the industry for 25 years. Previously, Patrick was affiliated with Waddell & Reed, Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. The advisor's current employment began on September 26, 2018. Patrick's licenses include Series 6, Series 7, Series 24, Series 52TO, Series 63, Series 66 and SIE. Patrick is registered in the state of Florida.
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
09/26/2018 - Present
Citigroup Global Markets Inc. (TAMPA FL)
KS
03/30/2016 - 04/09/2018
WADDELL & REED (OVERLAND PARK KS)
FL
10/03/2014 - 03/28/2016
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/09/2002 - 03/28/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MD
02/12/1997 - 05/13/2002
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 01/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1997
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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