Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fiona? Claim Your ProfileFiona Jackman-ward is a registered investment advisor with Citigroup Global Markets Inc. Fiona has been in the securities industry since January 13, 2006 and has been a registered representative since July 6, 1998. Fiona holds Series 6, 7TO, 9, 10, 26, 63 and 66 licenses. Fiona specializes in financial planning, asset allocation advice, security ratings, and portfolio management. Fiona has experience working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
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
CT
11/16/2023 - Present
Citigroup Global Markets Inc. (Stamford CT)
CT
08/10/1998 - 11/11/2014
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
BOTH
Issued 11/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1998
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
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