Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Mauro D'Ambrosi is a registered representative and investment advisor representative with Citigroup Global Markets Inc. Julian has been in the financial services industry since 2003 and holds a Series 7, Series 63, Series 65, Series 66, and Series 24 license. Julian has worked for Citigroup Global Markets Inc., CITI INTERNATIONAL FINANCIAL SERVICES LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and J.P. MORGAN SECURITIES LLC.
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
NJ
08/17/2021 - Present
Citigroup Global Markets Inc. (Jersey City NJ)
PR
07/16/2020 - 08/19/2022
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
NY
10/01/2012 - 07/14/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/02/2003 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
02/16/2006 - 07/27/2006
BANC ONE SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 11/16/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 7 - General Securities 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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