Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Louie is a financial advisor with Citigroup Global Markets Inc. with over 10 years of experience in the financial industry. Jonathan holds Series 63, SIE and Series 79 licenses. Jonathan previously worked at HSBC Securities (USA) INC. and SMBC Nikko Securities America, INC. Jonathan is registered in 53 states. Jonathan focuses on providing financial planning and portfolio management services to individuals, businesses, and institutional clients. Jonathan specializes in providing financial planning and investment management for corporations, high-net-worth individuals, pension and profit sharing plans, charitable organizations and state or municipal government entities. Jonathan is dedicated to helping clients 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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NY
05/11/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
09/02/2020 - 04/26/2022
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
10/10/2018 - 09/25/2019
SMBC NIKKO SECURITIES AMERICA, INC. (NEW YORK NY)
BC
Issued 01/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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