Unclaimed
Donato Angione is a financial professional with over two decades of experience in the industry. Donato is a registered representative with Citigroup Global Markets Inc., where Donato has been employed since 2015. Previously, Donato worked for Barclays Capital Inc. and Standard Chartered Securities (North America) Inc. Donato holds multiple securities licenses, including Series 27, 24, and 4. Donato is also a Series 7 and Series 63 licensed representative.
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
NY
09/18/2015 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
10/26/2011 - 09/13/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
12/01/2008 - 10/17/2011
STANDARD CHARTERED SECURITIES (NORTH AMERICA) INC. (NEW YORK NY)
NY
12/13/2001 - 07/29/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/13/2001 - 06/25/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
12/17/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
BC
Issued 10/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 04/27/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/02/1997
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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