Unclaimed
Igor Bereznitski is a registered representative with Citigroup Global Markets Inc. Igor has been in the securities industry since 1997. Igor is registered with FINRA and has passed several industry exams, including Series 66, Series 63, Series 4, Series 24, Series 10, Series 9, Series 7, and the SIE exam. Igor has been associated with Citigroup Global Markets Inc. since 2020. Previously, Igor was associated with J.P. Morgan Securities LLC.
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
FL
08/17/2021 - Present
Citigroup Global Markets Inc. (Miami FL)
NY
03/04/2020 - 08/26/2020
J.P. MORGAN SECURITIES LLC (New York NY)
NY
02/01/2011 - 11/01/2019
J.P. MORGAN SECURITIES LLC (Brooklyn NY)
NY
03/21/2005 - 01/18/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NE
02/05/1999 - 06/17/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
02/14/1998 - 12/15/1998
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/03/1996 - 02/14/1998
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
TX
01/22/1996 - 04/23/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
02/02/1995 - 10/11/1995
AMERICORP SECURITIES, INC. (NEW YORK NY)
NY
01/06/1995 - 02/06/1995
GLOBAL EQUITIES GROUP INC (NEW YORK NY)
NY
10/31/1994 - 11/03/1994
J.J. MORGAN & COMPANY (NEW YORK NY)
NJ
08/06/1994 - 10/14/1994
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
NY
06/09/1994 - 07/13/1994
BERKELEY SECURITIES CORPORATION (NEW YORK NY)
IA
02/17/1994 - 05/03/1994
DICKINSON & CO. (DES MOINES IA)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2015
Series 4 - Registered Options Principal Examination
BC
Issued 08/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1994
Series 7 - General Securities 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
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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