Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tse kuen Tong is an Investment Advisor Representative at Citigroup Global Markets Inc. Jeffrey Tse kuen Tong has been in the industry since January 30, 2019, and has been registered in the State of California since March 5, 2019. Jeffrey Tse kuen Tong holds the following licenses: Series 66, Series 7, SIE. Jeffrey Tse kuen Tong has been associated with Citigroup Global Markets Inc. since March 5, 2019. Jeffrey Tse kuen Tong has a Bachelor's degree from the University of San Francisco. Jeffrey Tse kuen Tong specializes in providing asset allocation advice, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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
CA
03/05/2019 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
BOTH
Issued 03/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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