Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avi? Claim Your ProfileAvi Jankelovits is an investment professional with over 15 years of experience in the financial services industry. Avi holds Series 7 and Series 63 licenses, as well as the Series 65 license. Avi is currently a Registered Representative of Citigroup Global Markets Inc. and is a Registered Investment Advisor in New Jersey and New York. Avi has experience in various areas of financial services, including wealth management, portfolio management, and financial planning. Avi also has experience working with a variety of clients, including individuals, families, corporations, and charitable organizations. Prior to joining Citigroup Global Markets Inc., Avi worked at Chase Investment Services Corp., Madison Proprietary Trading Group, LLC, Offman Securities, LLC, and AXA Advisors, LLC.
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
06/25/2010 - 11/15/2011
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
01/26/2010 - 04/23/2010
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
NY
08/11/2008 - 09/23/2008
OFFMAN SECURITIES, LLC (NEW YORK NY)
NY
08/21/2007 - 03/10/2008
OFFMAN SECURITIES, LLC (NEW YORK NY)
NY
02/22/2006 - 08/10/2006
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 07/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
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
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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