Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlana? Claim Your ProfileMarlana Splettstosser is a registered investment advisor representative with Citigroup Global Markets Inc., based in New York. Marlana has been in the industry since 2007 and holds Series 7, 66, 24, SIE and 79TO licenses. Marlana has previously worked with Next Financial Group, Inc., Tri-Star Financial, Eckard Investment Services, Inc., and Dominion Investor Services, Inc.. Marlana also owns and operates a land/cattle/timber business, a notary public service, and an insurance business. Citigroup Global Markets Inc. is a registered investment advisor firm with more than $50 billion in assets under management. The firm has approximately 11,754 clients, including high-net-worth individuals, corporations, and charitable organizations. Citigroup Global Markets Inc. provides a variety of investment advisory services, including financial planning, portfolio management, asset allocation advice, and publication of periodicals.
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
10/06/2016 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
TX
08/11/2014 - 07/28/2016
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
02/11/2010 - 08/07/2014
TRI-STAR FINANCIAL (HOUSTON TX)
TX
10/07/2009 - 12/31/2009
ECKARD INVESTMENT SERVICES, INC. (BOERNE TX)
TX
06/25/2007 - 07/24/2009
DOMINION INVESTOR SERVICES, INC. (HOUSTON TX)
BOTH
Issued 06/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2010
Series 24 - General Securities Principal 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 05/08/2007
Series 7 - General Securities 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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