Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Simone is a financial professional with over 20 years of experience in the financial services industry. Christopher is currently a Registered Representative and Investment Advisor Representative with Citigroup Global Markets Inc. Prior to his current position, Christopher worked with WELLS FARGO ADVISORS, LLC and CITICORP INVESTMENT SERVICES. Christopher is registered to provide investment advice and services in several states across the country. Christopher is well-equipped to assist clients with a variety of financial needs, including portfolio management for individuals and businesses. Christopher is also qualified to provide financial planning advice and asset allocation guidance.
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
10/30/2009 - 01/09/2013
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
03/27/2007 - 11/24/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/29/2003 - 04/03/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
IA
Issued 05/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2003
Series 6 - Investment Company Products/Variable Contracts 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 Christopher Simone is the right advisor for you? Invested Better is here to help.
