Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bunch is a financial advisor with Citigroup Global Markets Inc. and has been in the industry since 1998. Previously, Jeffrey Bunch was registered with PNC Investments and BB&T Investment Services, Inc. Jeffrey Bunch is licensed in 18 states and the District of Columbia. Jeffrey Bunch specializes in portfolio management for businesses and individuals and offers financial planning services, pension consulting and asset allocation 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
DC
10/03/2023 - Present
Citigroup Global Markets Inc. (Washington DC)
VA
01/22/2016 - 10/02/2023
PNC INVESTMENTS (SPRINGFIELD VA)
DC
04/07/2008 - 12/17/2015
PNC INVESTMENTS (WASHINGTON DC)
DC
02/08/2006 - 04/01/2008
M&T SECURITIES, INC. (WASHINGTON DC)
NC
10/16/2003 - 11/28/2005
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
12/07/2001 - 10/16/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
DC
01/07/1999 - 05/15/2001
RIGGS INVESTMENT CORP. (WASHINGTON DC)
NJ
05/26/1998 - 05/26/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/18/1997 - 12/12/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/04/1996 - 02/18/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
IA
Issued 4/3/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/3/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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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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