Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Andrew Diamond is a financial professional with over 20 years of experience in the industry. Lee is currently registered with Citigroup Global Markets Inc. and has been with the firm since 2008, with a previous registration from 1999 to 2006. Prior to joining Citigroup Global Markets Inc., Lee was registered with CitiCorp Securities, Inc. and Barclays Capital Inc. Lee specializes in providing investment advice to individuals, corporations, and charitable organizations. Lee is a Series 7 and Series 63 licensed representative and holds the Series 79TO and SIE 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
11/10/2010 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
08/25/2010 - 09/24/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
01/04/2008 - 08/09/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/10/1999 - 12/01/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/24/1995 - 06/16/1997
CITICORP SECURITIES, INC. (NEW YORK NY)
BC
Issued 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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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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