Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Magliozzi is a financial advisor who has been in the industry since 2004. Alberto is currently registered with Citigroup Global Markets Inc. in Tampa, Florida. Alberto has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Alberto's specializations include investment management, financial planning, and asset allocation. Alberto is also registered as an investment advisor representative in Florida.
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.
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2
FL
11/18/2021 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
05/15/2018 - 10/02/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
05/15/2018 - 12/31/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/03/2017 - 04/30/2018
E*TRADE SECURITIES LLC (TAMPA FL)
FL
08/10/2011 - 02/06/2017
CHARLES SCHWAB & CO., INC. (SARASOTA FL)
NY
05/25/2006 - 06/01/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
FL
07/30/2004 - 05/17/2006
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BOTH
Issued 02/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2023
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 01/23/2019
Series 4 - Registered Options Principal Examination
BC
Issued 12/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/2024
Series 57TO - Securities Trader Exam
BC
Issued 04/11/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2004
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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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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