Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorn? Claim Your ProfileDorn Lee Redd is a financial advisor with over 20 years of experience in the financial services industry. Dorn has been with Citigroup Global Markets Inc. since 2010. Previously, Dorn worked at J.P. Morgan Securities Inc., Deutsche Bank Securities Inc., Goldman, Sachs & Co., and FactSet Data Systems, Inc. Dorn holds the Series 7, Series 63, Series 79TO, and SIE licenses. Dorn provides asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses.
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
03/15/2010 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
12/20/2006 - 02/26/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/14/2004 - 07/21/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/30/2001 - 12/06/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
CT
03/02/2000 - 02/08/2002
FACTSET DATA SYSTEMS, INC. (NORWALK CT)
BC
Issued 04/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2000
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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