Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desi? Claim Your ProfileDesi Levon Wyatt is a financial advisor with Citigroup Global Markets Inc. Desi has over 20 years of experience in the financial services industry. Desi is licensed to provide investment advice in 53 states and the District of Columbia. Desi specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, businesses, and institutions. Desi previously worked with SunTrust Investment Services, Inc., Morgan Stanley, and Capital Brokerage Corporation. Desi is committed to providing their clients with personalized service and helping them achieve their financial goals.
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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DC
12/19/2017 - Present
Citigroup Global Markets Inc. (Washington DC)
MD
11/27/2013 - 12/04/2017
SUNTRUST INVESTMENT SERVICES, INC. (ROCKVILLE MD)
VA
06/01/2009 - 12/10/2013
MORGAN STANLEY (RICHMOND VA)
VA
05/10/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
VA
05/13/2002 - 04/21/2006
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 07/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/17/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
N
New York Stock Exchange
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