Unclaimed
Jared Sapirstein is a financial advisor at Citigroup Global Markets Inc. Jared has been in the industry since March 2000. Jared is a Series 7, 63, 24, 3 and 55 licensed representative. Jared is registered in 53 states and also registered with FINRA. Prior to joining Citigroup Global Markets Inc., Jared worked at MORGAN STANLEY & CO. LLC and HEXAGON SECURITIES LLC.
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
05/30/2012 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
03/18/2010 - 06/06/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
07/20/2009 - 03/04/2010
HEXAGON SECURITIES LLC (NEW YORK NY)
NY
03/10/2000 - 07/27/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 04/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2006
Series 3 - National Commodity Futures Examination
BC
Issued 12/30/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/09/2000
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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