Unclaimed
Alexios Coscoros is a financial advisor with Citigroup Global Markets Inc., a large firm with over $50 billion in assets under management. Alexios has been in the financial industry since 2010 and is registered with both FINRA and the SEC. Alexios has a wide range of experience, including working with high-net-worth individuals, corporations, and institutional clients. Alexios offers a variety of services, including financial planning, asset allocation advice, and portfolio management.
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. (NEW YORK NY)
NY
12/03/2019 - 10/29/2021
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
09/15/2008 - 12/19/2008
FAIRFIELD HEATHCLIFF CAPITAL LLC (NEW YORK NY)
NY
08/02/2000 - 07/17/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
07/30/1999 - 07/25/2000
BARCLAYS CAPITAL INC. (NEW YORK NY)
BOTH
Issued 01/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/14/2004
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 07/29/1999
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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