Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher George Trotta is a financial advisor at Citigroup Global Markets Inc. Christopher has been a registered representative since 1989 and an investment advisor representative since 2004. Christopher has worked at several firms before joining Citigroup Global Markets Inc, including Wells Fargo Advisors, LLC, First Republic Securities Company, LLC, Charles Schwab & Co., Inc., Chase Investment Services Corp. and Chemical Investment Services Corp..
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)
NY
12/19/2011 - 05/05/2014
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
12/11/2003 - 03/21/2007
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
TX
11/17/1997 - 12/09/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
09/18/1996 - 06/11/1997
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
02/28/1996 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
MA
04/13/1989 - 04/11/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/13/1989 - 04/11/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/06/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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