Unclaimed
Natan Marinheiro do amaral is a financial professional with Citigroup Global Markets Inc. Natan has been in the industry since 2022 and has experience in investment banking. Natan holds Series 63, Series 79TO and SIE licenses and is registered in all 50 states and the District of Columbia. Natan's professional experience includes providing asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals.
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
02/07/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 02/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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