Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Petro is a financial advisor with over 20 years of experience in the industry. Christian is registered with Citigroup Global Markets Inc. and is currently active in both broker-dealer and investment advisor roles. Previously, Christian was registered with J.P. Morgan Securities LLC and J.P. Morgan Institutional Investments Inc. Christian has passed numerous securities exams, including Series 7, Series 24, Series 55, Series 63, Series 65, and SIE. Christian's areas of specialization include investment advisory services, portfolio management for businesses and individuals, financial planning, and pension consulting.
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
11/22/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
08/23/2017 - 08/08/2021
J.P. MORGAN SECURITIES LLC (New York NY)
NY
03/22/2017 - 08/02/2017
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
12/03/2009 - 04/13/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/08/2005 - 06/30/2008
KAUFMAN BROS., L.P. (NEW YORK NY)
NY
10/18/2005 - 10/28/2005
CALYON SECURITIES (USA) INC (NEW YORK NY)
NY
05/20/2005 - 10/21/2005
KAUFMAN BROS., L.P. (NEW YORK NY)
NY
10/26/1999 - 04/19/2005
SG COWEN & CO., LLC (NEW YORK NY)
NY
04/20/1999 - 08/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/25/1999
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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