Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Slechta is a registered representative with Citigroup Global Markets Inc. and has been in the financial services industry since August 22, 1998. Joseph is licensed to conduct business in multiple states and holds multiple professional designations. He has a history of working with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Joseph provides a variety of financial services, including portfolio management, financial planning, and asset allocation advice.
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
TX
11/06/2008 - Present
Citigroup Global Markets Inc. (San Antonio TX)
IA
05/10/2000 - 09/08/2008
CITIGROUP GLOBAL MARKETS INC. (WEST DES MOINES IA)
NJ
04/11/2000 - 04/28/2000
FREEDOM INVESTMENTS, INC. (EDISON NJ)
NE
04/07/1999 - 04/04/2000
PERELMAN-CARLEY & ASSOCIATES INC. (OMAHA NE)
MI
09/09/1998 - 04/12/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
MO
06/28/1996 - 09/26/1996
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 1/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/1/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/21/2018
Series 4 - Registered Options Principal Examination
BC
Issued 9/8/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/8/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2002
Series 3 - National Commodity Futures Examination
BC
Issued 5/27/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 9/8/1998
Series 52 - Municipal Securities Representative Examination
BC
Issued 6/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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.
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FINRA
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Investors' Exchange LLC
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MIAX Emerald, LLC
M
MIAX PEARL, LLC
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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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