Felix UrenaCRD Number: 1978315
Current Firm: Citigroup Global Markets Inc.
Felix Urena (CRD# 1978315) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Los Angeles, CA and has over 14 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Citigroup Global Markets Inc.||Los Angeles, CA||May 2007 - Current||9|
|Citicorp Private Bank||Los Angeles, CA||Apr 2004 - Oct 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- 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