Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McDermott is a financial advisor currently registered with Citigroup Global Markets Inc. Brian has been in the financial services industry since 2011 and has a strong track record of success. Brian has earned the Series 7, Series 10, Series 24, Series 66, and Series 9 licenses. Brian has been with Citigroup Global Markets Inc. since 2012 and has extensive experience in asset allocation advice, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Before joining Citigroup Global Markets Inc., Brian was with Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2010 to 2012.
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
11/13/2012 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
11/24/2010 - 06/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/20/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq ISE, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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