Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Mackey is a financial professional with over 30 years of experience in the industry. Jerry has been registered with Citigroup Global Markets Inc. since 2007, providing investment advisory services to a variety of clients, including individuals, corporations, and charitable organizations. Jerry has extensive experience in portfolio management, financial planning, and asset allocation. Jerry is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (BROOKLYN NY)
NY
12/02/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (BROOKLYN NY)
TX
01/18/2002 - 12/15/2003
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
MO
10/01/2000 - 02/13/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/09/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IL
04/24/1997 - 01/14/1999
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
OH
05/05/1995 - 04/23/1997
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
08/13/1993 - 03/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1993
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
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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