Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ziegler is a financial advisor with Citigroup Global Markets Inc. Michael has 6 years of experience in the financial services industry. Michael is a Registered Representative and Investment Advisor Representative in Florida and New York. Michael has passed the Series 7, Series 63, Series 66, and Series 24 exams. Michael has worked for several firms, including Raymond James & Associates, Inc., Transamerica Investors Securities Corporation, Fidelity Brokerage Services LLC, and Cetera Advisor Networks LLC. Michael provides financial planning, portfolio management, and asset allocation advice to individuals, businesses, and institutional 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.
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2
NY
05/09/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
CA
03/01/2021 - 04/08/2021
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
03/01/2021 - 04/08/2021
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
03/01/2021 - 04/08/2021
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
03/01/2021 - 04/08/2021
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
CA
03/01/2021 - 04/08/2021
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
11/08/2019 - 02/24/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
11/08/2019 - 02/24/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
05/23/2018 - 06/03/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)
FL
06/29/2015 - 10/04/2017
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 11/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2015
Series 7 - General Securities 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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