Best Investors Account Sign in

Jose Luis Bejines

Citigroup Global Markets Inc.

San Francisco, CA

Danville, CA

Claim This Profile
Current Employers
Citigroup Global Markets Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-05-28
  • CA RA
    APPROVED
    Since 2021-05-28

Branch Locations

Citi Wealth Management, Sales One Market Plaza, 40Th Fl, San Francisco, CA 94105 • United States

Citi Retail Banking 3400 Camino Tassajara Road, Danville, CA 94506 • 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
Citigroup Walnut Creek CA 09/2010 Present
  • 09/2010 → Present
    Citigroup
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-22
S63 Uniform Securities Agent State Law Examination 2018-11-21
  • S66 Uniform Combined State Law Examination
    2020-12-22
  • S63 Uniform Securities Agent State Law Examination
    2018-11-21
Other Names
  • Jose Bejines

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor