Eduardo HerreraCRD Number: 4276266
Current Firm: Citigroup Global Markets Inc.
Eduardo Herrera (CRD# 4276266) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Los Angeles, CA and has over 19 years of experience in the finance industry.
H. Beck, Inc.
Bridge Advisory LLC
Wedbush Securities Inc.
|Citigroup Global Markets Inc.||South Gate, CA||May 2012 - Current||8|
|Charles Schwab & Company, Inc.||Chicago, IL||Feb 2008 - May 2012||4|
|Charles Schwab Bank||Chicago, IL||Feb 2008 - May 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2001|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management32,924MILLIONS
Total Number of Accounts49,409ACCOUNTS
Average Account Value$666,364
- 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