Alejandro Gonzalez
Alejandro Gonzalez is a registered investment advisor at Citigroup Global Markets INC., based in Coral Gables, FL, with 24 years of industry experience. Alejandro is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.
Location
Coral Gables, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2005Customer Dispute
January 2005Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Stanford Group Company
Stanford Group CompanyBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Junaid FatmiCitigroup Global Markets INC.
- Edward VizcainoCitigroup Global Markets INC.
- Aracelly CruzCitigroup Global Markets INC.
- Roberto LopezCitigroup Global Markets INC.
- Molly Baumberger, CFPEton Advisors
- Katherine Sojo-Trujillo, CFPEvensky & Katz/foldes Wealth Management