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 a registered investment advisor representative with Citigroup Global Markets Inc. Anastasia has been in the securities industry since 1995. Anastasia has a strong track record in the financial services industry and is dedicated to providing her clients with the highest level of service. Anastasia holds the Series 63, 65, 7, 9, 10 and 24 securities licenses. Anastasia is licensed in New Jersey and New York and is also registered with FINRA. Anastasia also has experience with the following advisory services: asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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
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 03/11/1996
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 08/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
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.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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