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Mary Helen Portalatin

Citigroup Global Markets Inc.

Miami, FL

Pembroke Pines, FL

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2011-03-22
  • FL RA
    APPROVED
    Since 2011-03-22

Branch Locations

Citi Private Bank 201 S. Biscayne Blvd, Fl 31 Ste 3100 & Fl 33 Ste 3, Miami, FL 33131 • United States

Pembroke Pines, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citibank Miami FL 05/2010 Present
  • 05/2010 → Present
    Citibank
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-19
S63 Uniform Securities Agent State Law Examination 2001-09-18
  • S65 Uniform Investment Adviser Law Examination
    2011-03-19
  • S63 Uniform Securities Agent State Law Examination
    2001-09-18
Other Names
  • Mary Portaltin

View on SEC IAPD

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