Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie M. Angelino is a financial advisor at Citigroup Global Markets Inc. Katie has been in the industry since 2007. She has experience at TD Ameritrade, Inc., Chase Investment Services Corp., and Ameriprise Financial Services, Inc. Katie is registered as an investment advisor representative in New Jersey, New York, and Texas. Katie has passed the Series 7, Series 9, Series 10, Series 24, Series 52, Series 53, and Series 66 exams.
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
NY
05/19/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
11/12/2015 - 04/14/2021
J.P. MORGAN SECURITIES LLC (MASSAPEQUA NY)
NY
08/08/2012 - 05/13/2015
TD AMERITRADE, INC. (GREAT NECK NY)
NY
08/19/2009 - 08/06/2012
CHASE INVESTMENT SERVICES CORP. (S. VALLEY STREAM NY)
NY
08/10/2006 - 07/20/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
BOTH
Issued 08/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2012
Series 4 - Registered Options Principal Examination
BC
Issued 09/30/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/29/2010
Series 24 - General Securities 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 08/09/2006
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
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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