Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andreas? Claim Your ProfileAndreas Natoli is a financial professional with over 7 years of experience in the industry. Andreas has a strong background in securities and investment advisory services, holding both Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Andreas is currently registered with Citigroup Global Markets Inc. Previously, Andreas worked with Equitable Advisors, LLC and Resource Securities LLC. Andreas is a registered representative in Pennsylvania and New Jersey. Andreas focuses on asset allocation advice, financial planning, pension consulting, 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.
1
2
PA
05/09/2022 - Present
Citigroup Global Markets Inc. (PHILADELPHIA PA)
PA
08/10/2018 - 02/01/2022
EQUITABLE ADVISORS, LLC (PAOLI PA)
PA
01/12/2017 - 06/29/2018
RESOURCE SECURITIES LLC (PHILADELPHIA PA)
PA
08/04/2015 - 01/09/2017
AXA ADVISORS, LLC (BALA CYNWYD PA)
BC
Issued 08/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
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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