Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anastasia? Claim Your ProfileAnastasia Tkatschow is an investment advisor representative with Citigroup Global Markets INC. Anastasia has been in the securities industry since 1995 and has been registered with FINRA since 1993. Anastasia is a Series 7, Series 10, Series 24, Series 63 and Series 65 licensed investment advisor representative. Anastasia has held previous registrations with Ridgeway & Conger, Inc., Pinnacle Investments, LLC, Pinnacle Investments, Inc., UBS Financial Services Inc., McDonald Investments Inc., Essex Capital Markets, Inc., Janney Montgomery Scott Inc., and Prudential Securities Incorporated. Anastasia is licensed to sell securities in New Jersey and New York. Anastasia's firm, Citigroup Global Markets INC. provides a wide range of investment advisory services to individuals, businesses and institutions, including financial planning, portfolio management, asset allocation advice, and publication of periodicals.
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
02/23/2011 - 02/18/2015
RIDGEWAY & CONGER, INC. (MANLIUS NY)
NY
07/11/2007 - 03/06/2009
PINNACLE INVESTMENTS, LLC (SYRACUSE NY)
NY
02/21/2007 - 07/16/2007
PINNACLE INVESTMENTS, INC. (EAST SYRACUSE NY)
NY
02/09/2007 - 02/10/2007
UBS FINANCIAL SERVICES INC. (SYRACUSE NY)
NY
09/04/1998 - 02/09/2007
MCDONALD INVESTMENTS INC. (SYRACUSE NY)
NY
04/22/1997 - 09/04/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
PA
02/27/1996 - 05/05/1997
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NY
02/03/1993 - 03/11/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/1/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
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Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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