Unclaimed
Luca Mattachini is a registered representative with Citigroup Global Markets Inc., and holds a Series 79TO, Series 63, and SIE license. Luca is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in all 50 states, as well as Puerto Rico and the Virgin Islands. Luca has been in the industry since April 14, 2022. Luca's primary office is located in New York, NY.
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
04/15/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 04/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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