Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Tagarelli is a financial professional with over 39 years of experience in the industry. Irene is currently registered with Citigroup Global Markets Inc. as an Investment Adviser Representative and General Securities Representative. Irene has also held previous positions at several other firms including SANTANDER SECURITIES LLC, LPL FINANCIAL LLC, ESSEX NATIONAL SECURITIES, INC. and CHASE INVESTMENT SERVICES CORP. Irene has specialized experience in investment company products/variable contracts, securities industry essentials, and general securities representative. Irene is also experienced with financial planning, pension consulting, asset allocation advice, and portfolio management for individuals and businesses.
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
NJ
11/20/2019 - Present
Citigroup Global Markets Inc. (Fort Lee NJ)
NJ
07/31/2015 - 11/15/2019
SANTANDER SECURITIES LLC (Florham Park NJ)
NY
08/28/2008 - 07/22/2015
LPL FINANCIAL LLC (STATEN ISLAND NY)
NJ
10/11/2006 - 09/02/2008
ESSEX NATIONAL SECURITIES, INC. (BAYONNE NJ)
NJ
08/13/2004 - 10/06/2006
CHASE INVESTMENT SERVICES CORP. (WEST CALDWELL NJ)
CA
05/02/2000 - 08/19/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IL
11/19/1998 - 03/13/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
01/17/1995 - 11/06/1998
DIME SECURITIES, INC. (BROOKLYN NY)
NY
03/19/1987 - 01/24/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
08/16/1985 - 04/20/1987
SHEARSON LEHMAN BROTHERS INC.
NA
03/22/1983 - 10/04/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
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
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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