Unclaimed
Eleanor Mar is an investment advisor representative with Citigroup Global Markets Inc. in COSTA MESA, CA. Eleanor has been in the securities industry since March 20, 2004. Eleanor has passed the Series 7, Series 6, Series 63, and Series 66 exams. Eleanor is registered with FINRA and the following states: Arizona, California, District of Columbia, Florida, Kansas, Nevada, New Jersey, New York, Pennsylvania and South Carolina. Eleanor is also registered with the state of California as an investment advisor representative. Eleanor is a registered representative of Citigroup Global Markets Inc. Eleanor has been associated with Citigroup Global Markets Inc. since May 2007. Eleanor specializes in portfolio management for businesses and individuals, as well as providing asset allocation advice. Eleanor has also worked with Citigroup Global Markets Inc. in IRVINE, CA since March 2015.
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
07/01/2020 - Present
Citigroup Global Markets Inc. (COSTA MESA CA)
CA
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (IRVINE CA)
CA
01/07/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (ORNAGE CA)
BOTH
Issued 06/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 6 - Investment Company Products/Variable Contracts 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
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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