Unclaimed
Nathan Yonutas is a financial advisor with Citigroup Global Markets Inc. He has been in the industry since February 2015 and holds the Series 7, Series 99 and SIE licenses. Nathan previously worked at Deutsche Bank Securities Inc. in Jacksonville, FL. He is registered in Florida and provides financial advice to clients such as corporations, individuals, high-net-worth individuals, charitable organizations, and pension plans. Nathan and his firm Citigroup Global Markets Inc. manage more than $50 billion in assets for over 11,754 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.
1
2
NY
02/28/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
FL
02/04/2015 - 02/09/2022
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2015
Series 99 - Operations Professional Examination
Active
Inactive
B
BOX Exchange LLC
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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.
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FINRA
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Investors' Exchange LLC
M
MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
N
NYSE Chicago, Inc.
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NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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