Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dillon? Claim Your ProfileDillon McNulty is a financial advisor at Citigroup Global Markets Inc. Dillon has been in the financial services industry for over 5 years. Dillon holds the Series 63, Series 66, Series 7 and Series 9 securities licenses. Dillon specializes in working with individuals, high net worth individuals, corporations, and pension and profit sharing plans. Dillon is registered in 53 states and the District of Columbia. Dillon is also registered as an Investment Advisor Representative in Florida. Prior to joining Citigroup Global Markets Inc. Dillon worked at J.P. Morgan Securities LLC, Fidelity Brokerage Services LLC, and Fidelity Personal and Workplace Advisors. Dillon is committed to providing his clients with personalized financial advice and 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
FL
02/21/2022 - Present
Citigroup Global Markets Inc. (Jacksonville FL)
FL
02/02/2021 - 10/02/2021
J.P. MORGAN SECURITIES LLC (JACKSONVILLE FL)
FL
07/17/2017 - 11/02/2020
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 11/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
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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