Unclaimed
Jenna Lin Gangemi is an investment advisor representative with Citigroup Global Markets Inc., and has been in the industry since 2009. Jenna is registered in the state of California as an investment advisor representative. Jenna is also a registered representative of Citigroup Global Markets Inc., and has been with this firm since 2012. Previous employers include CITI PRIVATE ADVISORY, LLC, WELLS FARGO ADVISORS, LLC and CITIGROUP GLOBAL MARKETS INC.. Jenna has a strong background in financial planning and portfolio management and holds several industry certifications, including Series 66, Series 7, and SIE.
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
07/03/2012 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
CA
03/31/2017 - 08/09/2018
CITI PRIVATE ADVISORY, LLC (Los Angeles CA)
CA
02/06/2009 - 07/20/2010
WELLS FARGO ADVISORS, LLC (LONG BEACH CA)
CA
01/18/2008 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (LONG BEACH CA)
BOTH
Issued 03/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative 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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