Gislaine Cortez-puch
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Gislaine Cortez-puch? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Citigroup Global Markets Inc.Jul 2019 to now
- CitigroupFeb 2019 to now
- Citi International Financial Services LLCJul 2018 to Feb 2019
- Citibank NAJul 2018 to Feb 2019
- Vectorglobal Wealth ManagementSep 2017 to Jul 2018
- UnemployedMar 2017 to Sep 2017
- Epic Capital SecuritiesAug 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3082011
- Firm CRD
- 7059