Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason John Apostolides is a financial advisor with Citigroup Global Markets Inc., based in New York, New York. Jason has been in the industry since 2008 and has a strong track record of providing financial advice to individuals and businesses. He has earned the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Prior to joining Citigroup, Jason worked at Credit Agricole Securities (USA) Inc. and HSBC Securities (USA) Inc. Jason's expertise lies in portfolio management, asset allocation advice, financial planning, and pension consulting. He is registered in all 50 states and the District of Columbia. Jason is committed to helping clients achieve their financial goals and is dedicated to providing personalized financial advice.
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
NY
12/02/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
06/24/2021 - 11/17/2022
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
NY
11/12/2008 - 06/28/2021
HSBC SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 11/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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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.
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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
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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