Unclaimed
Konstantine Yurievich Kos is a financial professional with over 5 years of experience in the industry. Konstantine is currently registered with Citigroup Global Markets Inc. as a Registered Representative and is licensed to provide financial services in the state of New York. Prior to joining Citigroup Global Markets Inc., Konstantine was employed at J.P. MORGAN SECURITIES LLC from October 2014 to January 2020. Konstantine has passed the Securities Industry Essentials Examination and the Operations Professional Examination.
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
12/02/2020 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
10/03/2014 - 01/02/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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