Josue VargasCRD Number: 6755568
Current Firm: Citigroup Global Markets Inc.
Josue Vargas (CRD# 6755568) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Antonio, TX and has over 4 years of experience in the finance industry.
Mutual Wealth LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Citibank||San Antonio, TX||Nov 2014 - Current||7|
|Ross Stores Inc.||San Antonio, TX||Jul 2014 - Nov 2014||< 1|
|St. Mary's University||San Antonio, TX||Aug 2011 - Aug 2014||3|
|St. Mary's University||San Antonio, TX||Sep 2011 - Oct 2012||1|
|Mambo's Seafood||San Antonio, TX||Jun 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2017|
|S65||NASAA Investment Advisors Law Examination||Mar 2019|
Total Assets Under Management38,272MILLIONS
Total Number of Accounts51,112ACCOUNTS
Average Account Value$748,782
- 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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