Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Ravalico is an investment advisor representative with Citigroup Global Markets Inc. Andrea has been in the securities industry for over 18 years and is registered in 53 states. Andrea is a Series 7, 9, 10, 31 and SIE licensed professional. Prior to joining Citigroup Global Markets Inc., Andrea worked at UBS Financial Services Inc. for six years. Andrea provides investment advice to individuals, businesses, and charitable organizations. Andrea is committed to providing clients with personalized financial advice and investment strategies that meet their individual needs.
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
01/01/2010 - 07/08/2016
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/30/2002 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
BOTH
Issued 06/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 10/29/2002
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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