Unclaimed
Michael Orans is a registered representative with Citigroup Global Markets Inc. Michael has been in the industry since 2002. Michael is registered in New Jersey and New York. Michael has experience with asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Prior to joining Citigroup Global Markets Inc., Michael was employed by CITI PRIVATE ALTERNATIVES, LLC.
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
08/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
03/28/2017 - 09/13/2024
CITI PRIVATE ALTERNATIVES, LLC (New York NY)
NY
02/29/2012 - 09/13/2024
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NY
03/27/2006 - 02/21/2012
HSBC SECURITIES (USA) INC. (NEW YORK NY)
IL
03/05/2004 - 01/12/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
12/13/2002 - 02/26/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 05/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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