Unclaimed
Inna Price is a financial advisor with over 20 years of experience in the financial industry. Inna is currently registered with Citigroup Global Markets Inc. Inna has a broad range of experience serving individual and institutional clients including corporations, charitable organizations, high net worth individuals, and pension and profit-sharing plans. Inna provides financial planning, asset allocation advice, portfolio management and other advisory 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 3/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/22/2000
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.
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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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Long-Term Stock Exchange, Inc.
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MEMX 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
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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