Amilcar Giraldo, financial advisor West Palm Beach FL

Amilcar Giraldo

CRD Number: 4806818
Current Firm: Citizens Securities, Inc.

Amilcar Giraldo (CRD# 4806818) is an Investment Advisor Representative working at Citizens Securities, Inc. in West Palm Beach, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Medford, MA Feb 2022 - Current 2
Citizens Securities, Inc. Boston, MA Jun 2021 - Feb 2022 < 1
The Prudential Insurance Company Of America Wakefield, MA Jul 2020 - Jun 2021 < 1
Pruco Securities LLC Wakefield, MA Jun 2020 - Jun 2021 1
Unemployed Wakefield, MA Nov 2019 - Jun 2020 < 1
Voya Financial Partners Braintree, MA Sep 2016 - Nov 2019 3
Voya Financial Braintree, MA Sep 2014 - Jun 2019 4
Voya Retirement Advisors Braintree, MA Sep 2014 - Sep 2016 2
Ing Investment Advisors, LLC Braintree, MA Jul 2008 - Sep 2014 6
Ing Braintree, MA Jul 2008 - Sep 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for Amilcar A. Giraldo
Phone Number: 1-800-942-8300
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NY
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WI
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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