Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anastasia? Claim Your ProfileAnastasia Lombardi is a financial advisor registered with Citigroup Global Markets Inc. in Chappaqua, New York. Anastasia has over 20 years of experience in the financial services industry and has been with Citigroup Global Markets Inc. since January 2023. Before that Anastasia worked at J.P. Morgan Securities LLC, where Anastasia was a financial advisor for over 10 years. Prior to that, Anastasia worked at Chase Investment Services Corp. and WM Financial Services, Inc. Anastasia holds Series 63, 66, 7, SIE and 6TO securities licenses. Anastasia is registered to provide investment advice in California, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, and Vermont.
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
01/03/2023 - Present
Citigroup Global Markets Inc. (Chappaqua NY)
NY
10/01/2012 - 01/04/2023
J.P. MORGAN SECURITIES LLC (White Plains NY)
NY
03/03/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHITE PLAINS NY)
CA
10/27/2004 - 02/18/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
11/25/2003 - 09/14/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
MO
11/08/2002 - 12/01/2003
EDWARD JONES (ST. LOUIS MO)
NY
09/25/2000 - 11/07/2002
AURORA CAPITAL LLC (BRIDGEHAMPTON, NY)
BOTH
Issued 07/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
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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