Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Weinstein is a financial advisor at Citigroup Global Markets Inc. Nathan has been in the industry since July 4, 2011. Nathan is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 86, Series 87, and Series 63 license. Nathan also holds the SIE designation. Nathan has previously worked at C.L. King & Associates, Inc., AEGIS CAPITAL CORP. and ONE68 GLOBAL CAPITAL. Nathan specializes in asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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2
CT
01/03/2023 - Present
Citigroup Global Markets Inc. (Stamford CT)
NY
01/19/2021 - 11/08/2022
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
01/04/2019 - 11/20/2020
AEGIS CAPITAL CORP. (NEW YORK NY)
NJ
02/25/2014 - 01/03/2019
C. L. KING & ASSOCIATES, INC. (HOBOKEN NJ)
NY
04/11/2011 - 02/10/2014
SIDOTI & COMPANY, LLC (NEW YORK NY)
BC
Issued 04/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/19/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/08/2011
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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