Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shirly? Claim Your ProfileShirly Marilyn Galvis has been in the financial services industry for over 14 years. Shirly is currently registered with Citigroup Global Markets Inc. and has been with them since 2016. Previously, Shirly was registered with Citigroup Global Markets Inc. from 2007-2014. She is licensed in 53 states and has several securities licenses including the Series 7, 6, and 66. Shirly has experience working with high-net-worth individuals, corporations and other businesses, pension plans, 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
CT
05/09/2022 - Present
Citigroup Global Markets Inc. (GREENWICH CT)
FL
09/30/2016 - 12/09/2019
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
05/29/2007 - 10/17/2014
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
09/20/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
FL
01/01/2006 - 07/20/2006
CITICORP INVESTMENT SERVICES (MIAMI FL)
BOTH
Issued 04/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2005
Series 6 - Investment Company Products/Variable Contracts 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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