Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fabian? Claim Your ProfileFabian Bardales is a registered representative with Citigroup Global Markets Inc. Fabian holds the Series 6, 7, 63, and 66 licenses and is licensed to sell securities in California, Colorado, Delaware, District of Columbia, Florida, Illinois, New Jersey, New York, Texas, and Virginia. Fabian has been in the securities industry since 2017 and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and state and municipal governments. Fabian offers a range of financial advisory services including portfolio management, financial planning, and asset allocation advice. Prior to joining Citigroup, Fabian was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fabian was also previously employed by JPMorgan Chase Bank and Bank of America.
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
10/04/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
08/03/2020 - 09/26/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/24/2017 - 01/03/2018
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
BOTH
Issued 04/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
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
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
Not sure Fabian Bardales is the right advisor for you? Invested Better is here to help.
