Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Rossato is a registered representative with Citigroup Global Markets Inc. Andrea has over 19 years of experience in the financial services industry. Andrea has a strong background in securities, investment advisory services, and financial planning. Andrea is licensed to provide investment advice in a number of states, including California, Arizona, Colorado, Florida, Nevada, New Jersey, New York, South Dakota, Texas, and Utah. Andrea also has a Series 7 and Series 66 license. Andrea is committed to providing clients with high-quality financial advice and guidance.
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
06/08/2010 - Present
Citigroup Global Markets Inc. (BEVERLY HILLS CA)
CA
10/21/2003 - 06/01/2010
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
NY
05/30/2003 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 11/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2003
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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