Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Vega is a registered representative with Citigroup Global Markets Inc. Kevin has been in the securities industry for over 16 years and specializes in providing financial advice to individuals, businesses, and institutions. Kevin holds Series 7, 6, 63, 66, and 26 licenses, demonstrating his commitment to staying current with the latest regulations and best practices. Kevin has a strong track record of success in helping clients achieve their financial goals, and is committed to providing personalized service and comprehensive financial planning solutions.
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (YORKTOWN HEIGHTS NY)
NY
01/08/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (BRONX NY)
MA
04/03/2002 - 11/18/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/03/2002 - 11/18/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 11/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2002
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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