Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iyanti? Claim Your ProfileIyanti Roberts is a financial professional with over 12 years of experience in the industry. Iyanti is currently registered with Citigroup Global Markets Inc. and previously worked with J.P. Morgan Securities LLC and Chase Investment Services Corp.. Iyanti is licensed to conduct business in 12 states. Iyanti holds several licenses including Series 6, 7TO, and 63. Citigroup Global Markets Inc. is a registered investment advisor with more than $50 billion in assets under management. The firm offers financial planning, portfolio management for individuals and businesses, security ratings, 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
05/23/2022 - Present
Citigroup Global Markets Inc. (New York NY)
NY
04/09/2019 - 04/30/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/11/2010 - 07/17/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
BC
Issued 04/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2010
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
Not sure Iyanti Roberts is the right advisor for you? Invested Better is here to help.
