Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bryan Rosichan is an investment advisor representative with Citigroup Global Markets Inc. Jeffrey has been working in the financial industry since October 2003. Jeffrey has a strong background in investment banking, with prior roles at EVERCORE GROUP L.L.C. and Deutsche Bank Securities Inc. Jeffrey is registered in 53 states and the District of Columbia and holds the Series 7, Series 24, Series 63, SIE and Series 79TO exams. Jeffrey specializes in investment banking, financial planning, asset allocation advice, and portfolio management. Jeffrey works with a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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
CA
06/24/2020 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
CA
05/21/2015 - 09/04/2020
EVERCORE GROUP L.L.C. (SAN FRANCISCO CA)
NY
07/11/2007 - 05/22/2015
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/06/2003 - 07/03/2007
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 10/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2003
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
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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