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Keith Landry

Citigroup Global Markets Inc.

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About Keith Landry

Keith Landry is a registered representative with Citigroup Global Markets Inc. Keith has been in the securities industry since 1987. Keith is licensed in 53 states and the District of Columbia and holds Series 6, 7, 9, 10, 24, 31, 52TO, 53, 63, 66, 99TO, and SIE licenses. In addition, Keith holds a state investment adviser license in New Jersey and New York. Prior to working at Citigroup Global Markets Inc., Keith was previously employed by J.P. Morgan Securities LLC.

Firm Information

Keith Landry is currently registered with Citigroup Global Markets Inc.. CITIGROUP GLOBAL MARKETS INC. is a corporation formed on 1998-10-15, with its main office located in NEW YORK, NY, United States. The firm provides advisory services including asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. They are registered with the SEC and in 53 states. They manage more than $50 billion in assets and their services are offered to individuals, corporations, charitable organizations, pension and profit sharing plans, state or municipal government entities, and high net worth individuals.
Citigroup Global Markets Inc.

CITI PRIVATE BANK

NEW YORK, NY 10022

$40.52B

Assets Under Management

11,754

Total Clients

3,637

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation advice

Asset allocation advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Landry’s Registration & Firm History

NY

08/17/2021 - Present

Citigroup Global Markets Inc. (NEW YORK NY)

NY

03/28/2017 - 06/29/2017

CITI PRIVATE ADVISORY, LLC (New York NY)

DE

09/17/2010 - 06/03/2016

J.P. MORGAN SECURITIES LLC (NEWARK DE)

NJ

03/05/2010 - 09/02/2010

METLIFE SECURITIES INC. (CRANFORD NJ)

NJ

03/05/2010 - 06/03/2010

NEW ENGLAND SECURITIES (ISELIN NJ)

NJ

03/05/2010 - 06/03/2010

TOWER SQUARE SECURITIES, INC. (ISELIN NJ)

NJ

03/05/2010 - 06/03/2010

WALNUT STREET SECURITIES, INC. (ISELIN NJ)

NY

09/09/1986 - 07/07/2009

RIVERSOURCE FUND DISTRIBUTORS, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/16/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 5/13/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/2/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/19/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 8/2/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/20/2005

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 99TO - Operations Professional Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/27/2017

Series 31 - Futures Managed Funds Examination

BC

Issued 9/13/1997

Series 7 - General Securities Representative Examination

BC

Issued 9/8/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Keith Landry.
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Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.

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