Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charissa? Claim Your ProfileCharissa Kerestesy is a financial advisor currently employed with Citigroup Global Markets Inc.. Charissa has been working in the industry since December 2010. The advisor is registered to provide investment advisory services in both New Jersey and New York. Charissa's career includes previous experience working with UBS Financial Services Inc..
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. (New York NY)
NJ
11/07/2013 - 05/11/2015
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/15/2010 - 11/01/2013
CITIGROUP GLOBAL MARKETS INC. (LONG ISLAND CITY NY)
BOTH
Issued 12/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2010
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
Not sure Charissa Kerestesy is the right advisor for you? Invested Better is here to help.
