Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilmer? Claim Your ProfileWilmer Jonathan Mejia maldonado is a registered representative with Citigroup Global Markets Inc. Wilmer is licensed in New York. Wilmer joined Citigroup Global Markets Inc. in August 2023. Prior to joining Citigroup Global Markets Inc. Wilmer has no previous employment history. Wilmer is a Series 79TO, SIE, and Series 63 licensed 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.
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2
NY
08/28/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 09/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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