Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Manning is a financial advisor with Citigroup Global Markets Inc. based in Boston, Massachusetts. Jeffrey has been in the financial services industry since 2007. Prior to joining Citigroup, Jeffrey Manning worked at WELLS FARGO CLEARING SERVICES, LLC and TOWER SQUARE SECURITIES, INC. Jeffrey holds Series 6, 7, 26, 63, 66, and SIE licenses. Jeffrey Manning focuses on providing financial advice to individuals, businesses, corporations, and investment companies. Jeffrey specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Security Ratings, Financial Planning, Pension Consulting, Asset Allocation Advice, Publication of Periodicals and Selection of Other Advisors.
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
MA
09/29/2022 - Present
Citigroup Global Markets Inc. (BOSTON MA)
MA
05/27/2017 - 12/07/2018
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
03/17/2008 - 02/25/2013
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
CA
05/22/2002 - 08/09/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
RI
12/23/1993 - 09/14/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
08/19/1993 - 02/03/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/19/1993 - 02/03/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2008
Series 6 - Investment Company Products/Variable Contracts 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
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
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Manning is the right advisor for you? Invested Better is here to help.
