Unclaimed
Alexa Loustalet is a registered representative at Citigroup Global Markets Inc. Alexa has been in the industry for over 2 years and has extensive knowledge of the financial markets. Alexa has a strong understanding of investment banking, municipal securities, and the securities industry.
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
01/10/2022 - Present
Citigroup Global Markets Inc. (New York NY)
BC
Issued 10/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/10/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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