Unclaimed
Matthew Sanders is a financial advisor at Citigroup Global Markets Inc., having joined the firm in November 2017. Prior to joining Citigroup, Matthew Sanders worked for CITI PRIVATE ADVISORY, LLC. Matthew has been in the financial industry for 15 years. Matthew Sanders works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Matthew Sanders provides a variety of advisory services, including portfolio management, financial planning, and asset allocation advice.
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
02/17/2017 - 07/07/2017
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
01/03/2008 - 07/07/2017
CITIGROUP GLOBAL MARKETS INC. (New York NY)
AZ
06/07/2005 - 10/09/2007
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IL
05/04/2005 - 05/02/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
03/14/2002 - 02/10/2004
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 07/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2019
Series 4 - Registered Options Principal Examination
BC
Issued 06/29/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/22/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/2002
Series 7 - General Securities Representative 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
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