Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nnamaka? Claim Your ProfileNnamaka Victoria Nwanegbo is a registered representative with Citigroup Global Markets Inc. with over 5 years of experience in the financial services industry. Nnamaka Victoria Nwanegbo has been registered with the Securities and Exchange Commission (SEC) since 2017. Nnamaka Victoria Nwanegbo holds several licenses and registrations, including Series 7, Series 24, Series 63, and Series 66. Nnamaka Victoria Nwanegbo provides a variety of financial services, including portfolio management, asset allocation advice, and financial planning. Nnamaka Victoria Nwanegbo is also registered as an Investment Advisor Representative (IAR) with Citigroup Global Markets Inc., and has been active in this role since 2023.
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
CA
01/03/2023 - Present
Citigroup Global Markets Inc. (San Francisco CA)
TX
06/02/2020 - 01/11/2022
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
03/11/2020 - 05/19/2020
TD AMERITRADE CLEARING, INC. (Southlake TX)
TX
07/10/2017 - 05/19/2020
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 12/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2017
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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