linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christie Margaris

City National Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christie? Claim Your Profile

About Christie Margaris

Christie Margaris is a Registered Representative and Investment Adviser Representative, licensed in California. Christie is currently registered with City National Securities, Inc. and CNR Securities, LLC. Christie has been in the industry since 2016 and has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Christie previously worked at PRIVATE CLIENT SERVICES, LLC and PLANMEMBER SECURITIES CORPORATION.

Firm Information

Christie Margaris is currently registered with City National Securities, Inc.. City National Securities, Inc. is a corporation formed in November 1999 and headquartered in Los Angeles, California. The firm provides a range of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have regulatory assets under management of over $1.5 billion across 2,004 accounts. The firm caters to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension plans. They are registered with the SEC and in all 51 states.
City National Securities, Inc.

555 SOUTH FLOWER STREET

LOS ANGELES, CA 90071

$1.59B

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Mutual fund fees, broker fees & transaction fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christie Margaris’s Registration & Firm History

CA

10/29/2019 - Present

City National Securities, Inc. (LOS ANGELES CA)

KY

10/19/2017 - 01/07/2019

PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)

CA

08/30/2016 - 07/31/2017

PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)

Not sure if Christie Margaris is right for you?

Licenses & Designations

BC

Issued 01/31/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2017

Series 7 - General Securities Representative Examination

BC

Issued 08/30/2016

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christie Margaris.
Not sure if Christie Margaris is right for you?