Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Ferraiola is a financial advisor with Citigroup Global Markets Inc. based in Bronxville, NY. Marc has over 3 years of experience in the financial services industry. Prior to joining Citigroup, Marc worked at E*TRADE Securities LLC, Morgan Stanley and Worden Capital Management LLC. Marc holds Series 7TO, SIE, and Series 66 licenses. Marc's areas of expertise include portfolio management for individuals and businesses, financial planning, and asset allocation advice. Citigroup Global Markets Inc. is a large financial services firm that provides a wide range of services to individual and institutional clients. The firm has over $50 billion in assets under management and is registered with the Securities and Exchange Commission.
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
12/21/2023 - Present
Citigroup Global Markets Inc. (Bronxville NY)
NY
11/22/2021 - 08/21/2023
E*TRADE SECURITIES LLC (Purchase NY)
NY
03/23/2023 - 08/17/2023
MORGAN STANLEY (Purchase NY)
NY
10/15/2020 - 08/20/2021
WORDEN CAPITAL MANAGEMENT LLC (New York NY)
BOTH
Issued 12/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2020
SIE - Securities Industry Essentials 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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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
Not sure Marc Ferraiola is the right advisor for you? Invested Better is here to help.
