Unclaimed
Jeanette Lynn Nicosia is a financial professional with over 20 years of experience in the industry. Jeanette is currently registered with Citigroup Global Markets Inc., a firm that specializes in a variety of financial services, including investment banking, securities brokerage, and asset management. Prior to her current role, Jeanette has worked for other firms in the industry, including Citigroup Investment Services and Banc One Securities Corporation. Jeanette's experience and knowledge base make her well-suited to help investors achieve their financial goals.
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
11/16/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
IL
05/29/2007 - 12/11/2015
CITIGROUP GLOBAL MARKETS INC. (GLEN ELLYN IL)
IL
05/04/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (NAPERVILL IL)
IL
02/24/1999 - 04/26/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 12/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/16/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/23/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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