Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alaina? Claim Your ProfileAlaina Spilkevitz is a registered representative of Citigroup Global Markets Inc., with offices in Long Beach, NY and Greenwich, CT. Alaina has been working in the financial services industry since 1998 and holds Series 7, 63, and 65 licenses, as well as the Securities Industry Essentials Exam. Alaina has experience with Citigroup Global Markets Inc. and previously worked with FSC Securities Corporation, Chase Investment Services Corp., UBS Financial Services Inc., and Salomon Smith Barney Inc.
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (LONG BEACH NY)
NY
06/20/2007 - 03/12/2012
FSC SECURITIES CORPORATION (GARDEN CITY NY)
NY
12/08/2005 - 06/04/2007
CHASE INVESTMENT SERVICES CORP. (OCEANSIDE NY)
NJ
11/18/1998 - 12/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/24/1998 - 11/13/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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