Unclaimed
Andres Salgado is an investment advisor representative with Citigroup Global Markets Inc. Andres has been in the industry since February 18, 2007. Previously, Andres has worked for HSBC Securities (USA) Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC and Chase Investment Services Corp. Andres holds Series 6, 7, 63 and 65 licenses and the SIE exam. Andres is registered with FINRA and has an active broker-dealer scope and investment advisor scope. Andres has been registered with the state of New Jersey since November 22, 2017 and the state of New York since August 17, 2021.
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
10/15/2015 - 11/29/2017
HSBC SECURITIES (USA) INC. (JACKSON HEIGHTS NY)
NY
02/26/2013 - 09/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSON HEIGHTS NY)
NY
10/01/2012 - 02/05/2013
J.P. MORGAN SECURITIES LLC (JACKSON HEIGHTS NY)
NY
12/19/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (JACKSON HEIGHTS NY)
IA
Issued 01/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2006
Series 6 - Investment Company Products/Variable Contracts 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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