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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Fahs is a financial advisor with Citigroup Global Markets Inc. with 24 years of experience in the industry. Jeffrey has held several roles previously at J.P. MORGAN SECURITIES LLC and First Montauk Securities Corp. Jeffrey currently holds Series 63 and Series 66 licenses. Jeffrey is a Registered Representative of Citigroup Global Markets Inc. and is also registered to provide investment advisory services. Jeffrey's firm manages over $50 billion in assets and has over 50,000 clients. Jeffrey provides portfolio management for individuals and businesses, as well as financial planning 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.
1
2
NY
07/23/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
03/02/2015 - 08/24/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/16/2007 - 10/14/2014
CITIGROUP GLOBAL MARKETS INC. (LONG ISLAND CITY NY)
NJ
03/06/2007 - 09/27/2007
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
08/09/2005 - 03/08/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IL
11/09/2004 - 07/26/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
10/07/2003 - 07/26/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
01/03/2001 - 09/12/2003
WALL STREET ACCESS (NEW YORK NY)
MA
01/03/2001 - 09/12/2003
WALL STREET ADVISORS, LLC (BOSTON MA)
NY
01/04/2000 - 12/22/2000
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NA
02/12/1992 - 08/18/1992
HIBBARD BROWN & CO., INC.
BOTH
Issued 04/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/02/2001
Series 14 - Compliance Officer Examination
BC
Issued 02/27/2001
Series 4 - Registered Options Principal Examination
BC
Issued 02/22/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1992
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
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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