Felipe Restrepo (CRD# 6191466) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 10 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | Miami, FL | Jun 2023 - Current | < 1 |
| Citibank Na | Miami, FL | Sep 2018 - Jun 2023 | 4 |
| Citi International Financial Services LLC | Miami, FL | Sep 2018 - Aug 2022 | 3 |
| Templeton Franklin Investment Services,inc. | Coral Gables, FL | Jan 2018 - Sep 2018 | < 1 |
| Franklin Templeton Distributors, Inc. | Coral Gables, FL | Jan 2018 - Sep 2018 | < 1 |
| Pfs Investments Inc. | Miami, FL | Jan 2018 - Jan 2018 | < 1 |
| Primerica Financial Services | Miami, FL | Nov 2017 - Jan 2018 | < 1 |
| Self Employed | Miami, FL | Jun 2017 - Nov 2017 | < 1 |
| Hallmark Capital Management | Wayne, NJ | Dec 2015 - May 2017 | 1 |
| Hsbc Securities (usa) Inc. | Miami, FL | May 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
| S63 | Uniform Securities State Law Examination | Feb 2018 |
- FL
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Total Assets Under Management40,516MILLIONS
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Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- 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
- Other
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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