Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marian? Claim Your ProfileMarian Chang, a registered investment advisor representative with Citigroup Global Markets Inc., has over 15 years of experience in the financial industry. Marian specializes in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Marian is also registered as an investment advisor representative in Connecticut, New Jersey, and New York. Marian holds a Series 6, Series 7, Series 63, and Series 65 license.
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
CT
08/17/2021 - Present
Citigroup Global Markets Inc. (Darien CT)
CT
01/29/2018 - 12/13/2023
CITI PRIVATE ALTERNATIVES, LLC (Stamford CT)
NY
02/21/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (OSSINING NY)
IA
Issued 06/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
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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