Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob James Pusateri is a registered representative with Citigroup Global Markets Inc., holding a Series 7, Series 63, and Series 66 license, as well as the SIE exam. Jacob also holds the Series 79TO exam. Prior to joining Citigroup Global Markets Inc., Jacob was employed at CITI PRIVATE ALTERNATIVES, LLC from June 2022 to March 2024 and AXA ADVISORS, LLC from August 2011 to November 2011. Jacob has been in the industry since May 2011. Jacob specializes in asset allocation advice, financial planning, pension consulting, portfolio management for businesses and individuals, selection of other advisors, and publication of periodicals. Jacob has been registered in 28 states.
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
08/24/2022 - Present
Citigroup Global Markets Inc. (New York NY)
NY
06/07/2022 - 03/14/2024
CITI PRIVATE ALTERNATIVES, LLC (New York NY)
PA
08/26/2011 - 11/23/2011
AXA ADVISORS, LLC (SEVEN FIELDS PA)
BOTH
Issued 08/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
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
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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