Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rigoli is a registered investment advisor representative with Citigroup Global Markets Inc. Matthew has been in the industry since November 2006. Matthew's firm manages over $50 billion in assets and has offices throughout the United States. Matthew has a diverse background in financial services, having previously worked with BBVA Compass Investment Solutions, Inc., UnionBanc Investment Services, LLC, and other reputable firms. Matthew is registered in several states and holds the Series 66, Series 7, and SIE licenses. Matthew's professional designations include: 1, 2, 4, 5, 6, and 9. Matthew's firm offers a range of services, including financial planning, portfolio management, 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.
1
2
NV
08/21/2018 - Present
Citigroup Global Markets Inc. (Henderson NV)
CA
05/16/2013 - 08/09/2018
BBVA SECURITIES INC. (TEMECULA CA)
CA
08/09/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (RIVERSIDE CA)
CA
02/25/2010 - 07/16/2010
UNIONBANC INVESTMENT SERVICES, LLC (RIVERSIDE CA)
CA
09/09/2008 - 04/03/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RIVERSIDE CA)
CA
02/19/2008 - 09/15/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (RIVERSIDE CA)
CA
02/02/2007 - 08/16/2007
NYLIFE SECURITIES LLC (SAN BERNARDINO CA)
CA
07/19/2005 - 06/07/2006
WM FINANCIAL SERVICES, INC. (RIVERSIDE CA)
MN
12/12/2003 - 09/29/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/12/2003 - 09/29/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
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
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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