Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathias? Claim Your ProfileMathias Reichelsdorfer is an investment advisor representative at Citigroup Global Markets Inc. located in New York, NY. Mathias has been in the industry since 2007 and holds the Series 7, Series 31, Series 63, Series 65, and SIE licenses. Mathias has previous experience at Oppenheimer & Co. Inc. and HSBC Securities (USA) Inc. Mathias provides a range of services, including portfolio management, asset allocation advice, financial planning, pension consulting, publication of periodicals, and selection of other advisers.
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
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
07/07/2016 - 08/02/2017
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
05/04/2011 - 12/04/2015
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
09/19/2007 - 04/27/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/05/2006 - 03/14/2007
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
IA
Issued 09/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2006
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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