Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Edge is a financial advisor with Citigroup Global Markets Inc., located in Boston. Katelyn has been working in the financial industry since February 2011. She is registered with the following regulators: FINRA, Connecticut, Arizona, California, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Katelyn is a registered representative and an investment advisor representative. Katelyn previously worked with Sanford C. Bernstein & Co., LLC and Knight Capital Americas 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
MA
10/10/2017 - Present
Citigroup Global Markets Inc. (BOSTON MA)
MA
03/24/2015 - 07/07/2017
SANFORD C. BERNSTEIN & CO., LLC (BOSTON MA)
CT
10/22/2012 - 03/27/2015
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
CT
07/02/2012 - 09/28/2012
KNIGHT CAPITAL AMERICAS LLC (GREENWICH CT)
CT
01/03/2011 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (GREENWICH CT)
CT
01/01/2011 - 01/03/2011
KNIGHT LIBERTAS LLC (GREENWICH CT)
IA
Issued 10/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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