Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waiyee? Claim Your ProfileWaiyee Hijuelos is a financial advisor with over 18 years of experience in the financial industry. Waiyee is currently registered with Citigroup Global Markets Inc. in New Jersey and New York. Previously Waiyee has been registered with a number of other firms including E*TRADE Securities LLC, Scottrade, Inc. and Firstrade Securities Inc. Waiyee has passed the Series 7, Series 9, Series 11, Series 63, and Series 65 exams. Waiyee specializes in providing financial advice to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Waiyee offers a variety of services, including asset allocation advice, financial planning, pension consulting, portfolio management for individuals and businesses, and publication of periodicals.
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
11/08/2018 - 05/17/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/14/2009 - 03/17/2017
SCOTTRADE, INC. (FLUSHING NY)
NJ
09/27/2006 - 07/06/2009
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NE
08/08/2005 - 12/07/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
08/27/1999 - 06/02/2003
FIRSTRADE SECURITIES INC. (FLUSHING NY)
IA
Issued 11/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1999
Series 11 - Assistant Representative-Order Processing Qualification Exam
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
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
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
Not sure Waiyee Hijuelos is the right advisor for you? Invested Better is here to help.
