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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Elissa Kalmus is a financial advisor with over 27 years of experience in the industry. Nancy currently works at Citigroup Global Markets Inc. where she has been since November 2002. Previously, Nancy worked for Donaldson, Lufkin & Jenrette Securities Corporation, ANZ Securities, Inc. and Standard New York, Inc. She has worked in several cities across the U.S. including Jersey City, New Jersey and New York, New York. Nancy is registered in New York and has a Series 63, Series 7, Series 79TO, and SIE license.
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
11/12/2002 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NJ
08/27/1999 - 06/14/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
08/19/1998 - 03/31/1999
ANZ SECURITIES, INC. (NEW YORK NY)
NY
07/12/1995 - 09/26/1997
STANDARD NEW YORK, INC (NEW YORK NY)
NY
05/12/1992 - 10/08/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 05/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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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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