Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Calabrese is a financial advisor with Citigroup Global Markets Inc. Michael has over 15 years of experience in the financial services industry. Michael is registered with the state of Illinois and New York. Michael has a Series 6, 7, 24 and 66 securities license. Michael has a Series 63 securities license and a Certified Financial Planner designation. Michael has experience with individual and corporate clients.
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
03/08/2022 - Present
Citigroup Global Markets Inc. (New York NY)
IL
01/07/2013 - 01/18/2022
WOODBURY FINANCIAL SERVICES, INC. (WARRENVILLE IL)
IL
06/17/2010 - 01/11/2013
PROEQUITIES, INC. (PALOS HILLS IL)
IL
01/02/2007 - 05/28/2010
UVEST FINANCIAL SERVICES GROUP, INC. (PALOS HILL IL)
BOTH
Issued 10/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2006
Series 6 - Investment Company Products/Variable Contracts 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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