Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lowell Oeth is a financial advisor at Citigroup Global Markets Inc. in SAN FRANCISCO, CA. David has been a registered representative since 1994 and has been in the industry since August 1998. He has a Series 7, Series 63 and SIE license. David specializes in providing financial and investment advice to individuals, corporations, and high-net-worth individuals. He is registered in all 50 states. Prior to joining Citigroup Global Markets Inc., David was a registered representative with CITICORP INVESTMENT SERVICES. David holds multiple designations and has extensive experience in providing a variety of financial services including financial planning, asset allocation advice, portfolio management, 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
CA
05/29/2007 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
CA
03/23/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN FRANCISCO CA)
NY
11/16/1994 - 06/12/1997
CITICORP SECURITIES, INC. (NEW YORK NY)
BC
Issued 10/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1994
Series 7 - General Securities 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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