Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sofia? Claim Your ProfileSofia Benitez is a financial advisor with Citigroup Global Markets Inc.. Sofia has been working in the financial services industry since 2014. Sofia has a Series 7, Series 63, Series 24, Series 31, and Series 65 licenses, and has been registered as an investment advisor representative in Florida since July 19, 2022. Prior to joining Citigroup Global Markets Inc., Sofia was employed at Raymond James & Associates, Inc. and USAA Financial Advisors, Inc..
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.
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2
NY
07/19/2022 - Present
Citigroup Global Markets Inc. (Long Island City NY)
FL
12/14/2021 - 07/21/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
04/29/2014 - 06/19/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
IA
Issued 06/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/08/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2014
Series 7 - 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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