Unclaimed
Michael Klingenberger is a financial advisor with Citigroup Global Markets Inc. Michael has 4 years of experience in the financial industry and has passed the Series 7TO, SIE, Series 63, and Series 65 exams. Michael also holds registrations in Illinois. Prior to joining Citigroup Global Markets Inc. Michael was employed by Goldman Sachs & Co. LLC. Michael's specializations include investment advisory services, financial planning, portfolio management, and asset allocation advice. Michael is also involved in live music performance for Michael David Music in Chicago, Illinois.
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
07/03/2024 - Present
Citigroup Global Markets Inc. (New York NY)
IL
07/08/2019 - 03/01/2024
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
IA
Issued 07/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2019
SIE - Securities Industry Essentials 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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