Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrzej? Claim Your ProfileAndrzej Kaluta is an active investment advisor representative registered with the Securities and Exchange Commission and FINRA. Andrzej has been working in the financial services industry since 2006 and has been registered with Citigroup Global Markets Inc. since 2013. Andrzej previously worked with HSBC Securities (USA) Inc., Chase Investment Services Corp., and MML Investors Services, Inc. Andrzej has a broad range of experience in financial services and is able to assist clients with a variety of 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.
1
2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (BROOKLYN NY)
NY
01/11/2011 - 10/07/2013
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
07/09/2007 - 03/13/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
04/10/2006 - 03/30/2007
MML INVESTORS SERVICES, INC. (NEW YORK NY)
BOTH
Issued 10/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2006
Series 6 - Investment Company Products/Variable Contracts 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
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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