Cesar AlonsoCRD Number: 5215938
Current Firm: Citigroup Global Markets Inc.
Cesar Alonso (CRD# 5215938) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 15 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Citi International Financial Services LLC||Miami, FL||May 2021 - Current||2|
|Citibank, Na||Miami, FL||May 2021 - Current||2|
|Citigroup||Miami, FL||Nov 2014 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Miami, FL||Aug 2006 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management34,864MILLIONS
Total Number of Accounts53,776ACCOUNTS
Average Account Value$648,319
- 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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