Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ali? Claim Your ProfileAli Catalina Salazar is a financial advisor with Citigroup Global Markets Inc. Ali has been working in the financial industry since November 25, 2011 and has worked with several firms in the past including Wells Fargo Clearing Services, LLC and Lincoln Financial Advisors Corporation. Ali is registered with the state of California and has several licenses including Series 66, Series 7 and SIE. Ali holds a Bachelor of Science in Business Administration from California State University.
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
CA
08/05/2020 - Present
Citigroup Global Markets Inc. (Thousand Oaks CA)
CA
10/10/2017 - 08/05/2020
WELLS FARGO CLEARING SERVICES, LLC (WOODLAND HILLS CA)
CA
08/28/2015 - 07/14/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WESTLAKE VILLAGE CA)
CA
05/28/2015 - 07/30/2015
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
CA
10/01/2012 - 11/01/2013
J.P. MORGAN SECURITIES LLC (SIMI VALLEY CA)
CA
09/12/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN FERNANDO CA)
CA
09/12/2008 - 03/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE VILLAGE CA)
CA
05/12/2008 - 07/22/2008
METLIFE SECURITIES INC. (WESTLAKE VILLAGE CA)
BOTH
Issued 10/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/9/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
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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.
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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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