Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Catalanotto is a financial advisor with Citigroup Global Markets Inc. Charles has been in the financial industry since 1987. Charles holds licenses in several states, including New York, where Charles is registered as an investment advisor representative. Charles has experience working with high-net-worth individuals, corporations, and charitable organizations. Charles specializes in providing asset allocation advice, financial planning, and portfolio management services.
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
06/17/2022 - Present
Citigroup Global Markets Inc. (New York NY)
NJ
12/02/2016 - 05/18/2022
PNC INVESTMENTS (MILLBURN NJ)
NY
08/15/2005 - 12/09/2016
HSBC SECURITIES (USA) INC. (PELHAM NY)
MA
10/20/2004 - 08/09/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/14/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IL
09/18/1996 - 09/09/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
08/01/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
06/28/1994 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
06/01/1992 - 06/24/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
09/25/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NA
04/10/1990 - 10/03/1990
LANDMARK BROKERAGE SERVICES, INC.
NY
09/21/1989 - 04/04/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/30/1989 - 09/25/1989
SHELTER ROCK SECURITIES CORP.
NA
08/16/1988 - 03/10/1989
INVESTORS CENTER, INC.
NA
08/18/1987 - 08/20/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 01/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/10/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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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