Fabricio Jimenez, financial advisor Miami FL

Fabricio Jimenez

CRD Number: 5613504
Current Firm: Citizens Securities, Inc.

Fabricio Jimenez (CRD# 5613504) is an Investment Advisor Representative working at Citizens Securities, Inc. in Miami, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Bank Miami, FL Aug 2022 - Current 1
Td Bank N.a. Miami, FL May 2021 - Aug 2022 1
Td Private Client Wealth LLC Miami, FL May 2021 - Aug 2022 1
Unemployed Doral, FL Jan 2021 - May 2021 < 1
Pruco Securitis LLC Coral Gables, FL Oct 2020 - Jan 2021 < 1
Prudential Insurance Company Of America Coral Gables, FL Oct 2020 - Jan 2021 < 1
Unemployed Doral, FL Jul 2020 - Oct 2020 < 1
Hsbc Securities Usa Inc. Miami, FL Oct 2017 - Jun 2020 2
Hsbc Bank Usa Na Miami, FL Sep 2017 - Jun 2020 2
Brickell Bank Miami, FL Jan 2016 - Sep 2017 1
Brickell Global Advisory, Inc. Miami, FL Jan 2016 - Sep 2017 1
Brickell Global Markets, Inc. Miami, FL Jan 2016 - Sep 2017 1
Brickell Global Insurance, Inc. Miami, FL Jan 2016 - Sep 2017 1
Brickell Bank Miami, FL Jul 2015 - Oct 2015 < 1
Brickell Global Markets, Inc. Miami, FL Jul 2015 - Oct 2015 < 1
Brickell Global Advisory, Inc. Miami, FL Jul 2015 - Oct 2015 < 1
Espirito Santo Investment Advisor Inc. Miami, FL Feb 2015 - Jul 2015 < 1
E.s. Financial Services, Inc. Miami, FL Jul 2014 - Jul 2015 1
Espirito Santo Bank Miami, FL Jul 2014 - Jul 2015 1
Espirito Santo Bank Miami, FL Aug 2013 - Jul 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2009
S65 NASAA Investment Advisors Law Examination Feb 2015
Contact Info for Fabricio M. Jimenez
Phone Number: 1-800-942-8300
Registered State(s):
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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