Sefora AngelesCRD Number: 7056016
Current Firm: Citigroup Global Markets Inc.
Sefora Angeles (CRD# 7056016) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Beverly Hills, CA and has over 3 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|Citigroup||Los Angeles, CA||Jun 2016 - Current||6|
|University Of California, Los Angeles||Los Angeles, CA||Jun 2014 - Jun 2016||2|
|West Los Angeles College||Culver City, CA||Jun 2012 - Jun 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management43,883MILLIONS
Total Number of Accounts54,186ACCOUNTS
Average Account Value$809,861
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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