Unclaimed
Matthew Vigh is a financial professional with over 20 years of experience in the industry. Matthew is currently registered with Citigroup Global Markets Inc. in New York, NY. Prior to joining Citigroup Global Markets Inc., Matthew was with AXA ADVISORS, LLC in Jersey City, NJ and TD WATERHOUSE INVESTOR SERVICES, INC. in Omaha, NE. Matthew holds several industry licenses and certifications including Series 4, Series 7, Series 9, Series 24 and Series 63. Matthew specializes in providing financial services to corporations, individuals and charitable organizations.
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
05/02/2017 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NJ
09/20/2000 - 05/15/2015
AXA ADVISORS, LLC (JERSEY CITY NJ)
NE
11/30/1998 - 08/21/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
FL
09/23/1997 - 10/14/1998
WERBEL-ROTH SECURITIES, INC. (BOCA RATON FL)
NJ
07/08/1996 - 09/24/1997
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2001
Series 4 - Registered Options Principal Examination
BC
Issued 07/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1996
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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