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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gay nell? Claim Your ProfileGay nell Lewing Currie is a financial advisor registered with Citigroup Global Markets Inc.. Gay nell Lewing Currie has 23 years of experience in the financial services industry. Gay nell Lewing Currie is a Certified Financial Planner. Gay nell Lewing Currie offers investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Gay nell Lewing Currie's current firm, Citigroup Global Markets Inc., manages over $50 billion in assets.
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
TX
02/01/2018 - Present
Citigroup Global Markets Inc. (Houston TX)
SC
02/27/2013 - 07/17/2017
LPL FINANCIAL LLC (FORT MILL SC)
AZ
01/08/2008 - 05/18/2012
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
TX
06/14/2005 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
NY
03/14/2002 - 07/07/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
05/09/2001 - 02/20/2002
COMERICA SECURITIES (DETROIT MI)
MA
07/12/1999 - 05/02/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/21/1995 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NA
11/14/1994 - 05/01/1995
BUCKHEAD FINANCIAL CORPORATION
IA
Issued 10/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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