Unclaimed
Michael Derevjanik is a financial professional with over 20 years of experience in the industry. Michael has a broad range of experience, having worked at both Goldman, Sachs & Co. and Pershing LLC before joining Citigroup Global Markets Inc. in 2016. Michael holds both Series 63 and Series 7 licenses as well as the SIE exam. Michael's primary focus is on portfolio management for individuals and businesses. Citigroup Global Markets Inc. is a leading provider of investment banking, securities, and investment management services worldwide. The firm has over 1000 licensed agents and over 5000 registered representatives and provides a wide range of services to individuals, businesses, and institutions.
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
11/21/2016 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
05/25/2007 - 07/14/2015
GOLDMAN, SACHS & CO. (NEW YORK NY)
NJ
09/19/2005 - 05/23/2007
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
NJ
04/22/2002 - 09/19/2005
PERSHING LLC (JERSEY CITY NJ)
BC
Issued 10/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2002
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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