Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Argento is a financial professional with over 10 years of experience in the industry. Joseph is currently registered with Citigroup Global Markets Inc., a firm that manages over $50 billion in assets for a wide range of clients. Prior to this role, Joseph held positions at HSBC Securities (USA) Inc. and Santander Securities LLC. Joseph holds the Series 6, 7, 63, and 65 licenses and is currently licensed to offer investment advice in multiple states. Joseph specializes in investment advisory services, financial planning, portfolio management for businesses and individuals, and pension consulting.
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
11/27/2023 - Present
Citigroup Global Markets Inc. (New York NY)
NY
03/06/2020 - 08/16/2021
HSBC SECURITIES (USA) INC. (Long Island City NY)
NY
04/12/2018 - 01/29/2020
SANTANDER SECURITIES LLC (BROOKLYN NY)
NY
06/01/2016 - 11/17/2017
HSBC SECURITIES (USA) INC. (WOODSIDE NY)
IA
Issued 11/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 6 - Investment Company Products/Variable Contracts 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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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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