Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Teijelo is a financial advisor who has been in the industry since 1985. Sergio is currently registered with Citigroup Global Markets Inc. and has been with the firm since 2010. Sergio has a wide range of experience in the industry having worked with firms such as Dominick & Dominick LLC, First Security Investments, Inc., DLJDIRECT INC., and Avalon Research Group, Inc. Sergio is also registered with the following firms: Shearnson Lehman Brothers Inc., Donald & Co. Securities Inc., and Smith Barney, Harris Upham & Co., Incorporated. Sergio holds the Series 3, 5, 7, 15, 63, 65, and SIE licenses. Sergio has a strong focus on portfolio management and financial planning. Sergio provides investment advice to individuals, businesses, and charitable organizations.
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
03/09/2010 - Present
Citigroup Global Markets Inc. (MIAMI FL)
FL
09/01/2004 - 02/05/2009
DOMINICK & DOMINICK LLC (MIAMI FL)
PA
01/02/2004 - 09/02/2004
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
NJ
07/25/2000 - 10/18/2000
DLJDIRECT INC. (JERSEY CITY NJ)
FL
09/24/1997 - 12/02/1999
AVALON RESEARCH GROUP, INC. (BOCA RATON FL)
NA
08/19/1997 - 09/10/1997
AVALON RESEARCH GROUP, INC.
NJ
04/14/1988 - 08/28/1997
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
04/30/1985 - 05/13/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
04/20/1981 - 05/06/1985
SHEARSON LEHMAN BROTHERS INC.
NA
10/22/1980 - 05/16/1981
DONALD & CO. SECURITIES INC.
IA
Issued 2/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 1/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 2/24/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/3/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options 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
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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