Eduardo CarrenoCRD Number: 4502085
Current Firm: Citigroup Global Markets Inc.
Eduardo Carreno (CRD# 4502085) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 13 years of experience in the finance industry. Eduardo Carreno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northstar Financial Planners, Inc.
|Citigroup||Miami, FL||Nov 2009 - Current||8|
|Delta Equity Services Corporation||Bolton, MA||Jun 2009 - Oct 2009||< 1|
|Bolton Securities Corporation||Bolton, MA||Jun 2009 - Oct 2009||< 1|
|Stanford Group Company||Miami, FL||Jan 2008 - Mar 2009||1|
|Merrill Lynch||Miami, FL||Sep 2001 - Jan 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2004|
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