Unclaimed
Abiola Adetunji is a financial advisor with Citigroup Global Markets Inc. located in San Antonio, Texas. Abiola has been in the industry since December 8, 2006. Abiola holds a Series 6, Series 7, Series 63 and Series 66 licenses. Previously, Abiola worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Fe, New Mexico. Abiola also has a background working for the New Mexico Financial Institutions Division, Reg. & Lic. Dept..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
04/02/2018 - Present
Citigroup Global Markets Inc. (San Antonio TX)
NM
05/04/2015 - 12/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA FE NM)
MD
09/19/2014 - 04/16/2015
PFS INVESTMENTS INC. (GLEN BURNIE MD)
DC
05/29/2007 - 10/18/2012
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
06/11/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (WASHINGTON DC)
MA
09/08/2003 - 06/07/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 07/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Abiola Adetunji is the right advisor for you? Invested Better is here to help.