Joao
Bastos
Citigroup Global Markets Inc
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About this Advisor
Joao Bastos is a financial advisor based in Miami Beach, Florida, working with Citigroup Global Markets Inc. Joao has previously held positions at Lpl Financial LLC, Space Coast Credit Union, and Citigroup. Joao has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Joao is part of Citigroup Global Markets Inc, which operates out of Miami Beach, Florida. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, and other services. The fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citigroup Global Markets Inc Brokerage Details
$40,516,482,275
7,830
53,880
$751,976
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
Joao Bastos Work History
Citigroup
Lpl Financial LLC
Space Coast Credit Union
Disclosures
Please visit the SEC profile of Joao Bastos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citigroup Global Markets Inc
New York, NY
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Alhambra, CA
San Antonio, TX
Miami, FL
Brooklyn, NY
Beverly Hills, CA
Fountain Valley, CA
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