Lorea Alvarez TrillasCRD Number: 7046327
Current Firm: Citigroup Global Markets Inc.
Lorea Alvarez Trillas (CRD# 7046327) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 4 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Citibank Na||Miami, FL||Dec 2018 - Current||4|
|Banco Nacional De Mexico, SA||Cdmx,||Nov 2015 - Nov 2018||3|
|Pacta Capital Sapi De Cv||Cdmx,||Jan 2015 - Nov 2015||< 1|
|Universidad Iberoamericana||Cdmx,||Aug 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
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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