Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sefora? Claim Your ProfileSefora Angeles is a financial advisor with Citigroup Global Markets Inc., registered with the state of California. Sefora Angeles has been in the industry since April 30, 2019. Sefora Angeles is licensed to offer investment advice and services. Sefora Angeles is also a registered representative with FINRA. Sefora Angeles provides financial planning and portfolio management services. Sefora Angeles's current employment is with Citigroup Global Markets Inc., where she is registered as an Investment Advisor Representative. Sefora Angeles is registered in all 50 states and the District of Columbia as an Investment Advisor Representative. Sefora Angeles is also registered in all 50 states and the District of Columbia as a Registered Representative.
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
CA
06/04/2019 - Present
Citigroup Global Markets Inc. (BEVERLY HILLS CA)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2019
SIE - Securities Industry Essentials 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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