Unclaimed
Jon Damon Bresslaw is an active investment advisor representative with Citigroup Global Markets Inc. Jon Bresslaw has been working in the securities industry since September 6, 1993. Jon Bresslaw is registered with FINRA and the state of NY. Jon Bresslaw has passed the Securities Industry Essentials Exam (SIE), the Series 17 and is registered with 25 SROs. Jon Bresslaw was previously employed by SALOMON BROTHERS INC..
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
09/01/1998 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
09/07/1993 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1993
Series 17 - Limited Registered Representative Examination
Active
Inactive
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