Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inna? Claim Your ProfileInna Price is a financial professional with over 20 years of experience in the industry. Inna is registered with Citigroup Global Markets Inc. and has held previous roles at CITI PRIVATE ADVISORY, LLC, CITIGROUP GLOBAL MARKETS INC., CITIZENS SECURITIES, INC., and HSBC SECURITIES (USA) INC. Inna holds Series 6, 7, 24, 63, and 66 licenses. Inna provides portfolio management, asset allocation advice, financial planning, and pension consulting services.
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
07/20/2023 - Present
Citigroup Global Markets Inc. (New York NY)
NY
05/02/2022 - 06/29/2023
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
05/02/2022 - 06/29/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/22/2022 - 05/06/2022
CITIZENS SECURITIES, INC. (NEW YORK NY)
NY
02/26/2016 - 02/22/2022
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
02/27/2009 - 10/22/2015
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NJ
11/23/2004 - 08/26/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLEN ROCK NJ)
MO
10/01/2000 - 11/18/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
05/23/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 03/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
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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