Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Smith is a registered representative with Citigroup Global Markets Inc. based in Atlanta, GA. Jacqueline has over 20 years of experience in the financial services industry, having worked for CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES in Los Angeles, CA. Jacqueline is registered as a broker-dealer and investment advisor in multiple states. Jacqueline holds several industry designations, including Series 7, Series 24, Series 31 and Series 63 licenses. Jacqueline specializes in asset allocation advice, financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
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2
GA
05/16/2019 - Present
Citigroup Global Markets Inc. (ATLANTA GA)
CA
05/29/2007 - 03/29/2018
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
10/31/1995 - 05/29/2007
CITICORP INVESTMENT SERVICES (LOS ANGELES CA)
IA
Issued 09/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/24/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1995
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
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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