Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edoardo? Claim Your ProfileEdoardo Bassi is a financial advisor with Citigroup Global Markets Inc. based in San Francisco, CA. Edoardo has been in the industry since 2019, working with clients across various states. Edoardo Bassi has the Series 7TO, Series 63, and Series 65 licenses. He is a registered Investment Advisor Representative in California. Edoardo Bassi provides advisory services such as asset allocation advice, financial planning, pension consulting, 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.
1
2
CA
02/22/2022 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
CA
02/25/2020 - 01/19/2022
J.P. MORGAN SECURITIES LLC (Novato CA)
BC
Issued 03/10/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2019
SIE - Securities Industry Essentials 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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