Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Timothy Hoang is a registered representative with Citigroup Global Markets Inc. David Hoang has been in the securities industry for over five years. David Hoang holds the following licenses: Series 7, Series 86, Series 87, Series 63, and SIE. David Hoang has been registered with Citigroup Global Markets Inc. since September 5, 2023. Previously, David Hoang was a registered representative with SMBC NIKKO SECURITIES AMERICA, INC. and Jefferies LLC. David Hoang is licensed in all 50 states, Puerto Rico and the Virgin Islands.
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
NY
09/05/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
08/27/2019 - 06/26/2023
SMBC NIKKO SECURITIES AMERICA, INC. (NEW YORK NY)
NY
10/28/2017 - 08/26/2019
JEFFERIES LLC (NEW YORK NY)
BC
Issued 12/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/08/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/28/2017
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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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
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