Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Hage is a financial advisor at Citigroup Global Markets Inc. with over 30 years of experience in the industry. Joseph has a diverse background, having worked with several firms before joining Citigroup Global Markets Inc., including Cetera Investment Services LLC and BB&T Investment Services, Inc.. Joseph is a registered representative in multiple states, including Florida, where he is also a registered investment advisor. Joseph specializes in providing financial planning, asset allocation advice, and portfolio management services for high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
FL
03/14/2017 - Present
Citigroup Global Markets Inc. (Coral Springs FL)
FL
01/09/2017 - 03/01/2017
CETERA INVESTMENT SERVICES LLC (FORT LAUDERDALE FL)
FL
12/09/2009 - 01/05/2017
BB&T INVESTMENT SERVICES, INC. (CORAL SPRINGS FL)
FL
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
01/09/1996 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
WA
09/14/1994 - 12/12/1995
SIERRA INVESTMENT SERVICES CORPORATION (SEATTLE WA)
NC
06/21/1994 - 08/24/1994
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
AR
10/01/1993 - 05/24/1994
STEPHENS INC. (LITTLE ROCK AR)
ME
03/08/1993 - 09/07/1993
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
CA
06/29/1989 - 08/31/1993
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
WA
10/10/1992 - 02/04/1993
SIERRA INVESTMENT SERVICES CORPORATION (SEATTLE WA)
NA
03/09/1988 - 07/20/1989
GRIFFIN FINANCIAL SERVICES
NA
04/29/1987 - 02/13/1988
PAMCO SECURITIES AND INSURANCE SERVICES
NA
03/12/1986 - 06/09/1987
EQUICO SECURITIES, INC.
NA
03/12/1986 - 06/02/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 06/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/02/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/22/1988
Series 24 - General Securities Principal Examination
BC
Issued 12/08/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1986
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
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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