Unclaimed
Dariana V. Gordon is a registered investment advisor representative with Citigroup Global Markets Inc. Dariana has been in the financial industry since February 1996. Currently, Dariana works out of the Potomac, MD and Washington, DC branches of Citigroup Global Markets Inc.. Dariana is registered in 35 states and the District of Columbia as a broker and an investment advisor representative, but she is not registered as a principal. Dariana has a current Series 7, Series 63 and Series 65 license and she also has a Series SIE license. Dariana is not registered in any SROs.
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
MD
05/29/2007 - Present
Citigroup Global Markets Inc. (Potomac MD)
MD
02/12/1996 - 05/29/2007
CITICORP INVESTMENT SERVICES (POTOMAC MD)
IA
Issued 08/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1996
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
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 Dariana Gordon is the right advisor for you? Invested Better is here to help.