Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick D Rabenau

Citigroup Global Markets Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick D Rabenau

Patrick D. Rabenau is a financial advisor who has been in the industry since June 2015. He is currently registered with Citigroup Global Markets Inc. and has been with the firm since July 2011. Patrick has a Series 7 and Series 66 license as well as the Securities Industry Essentials (SIE) Exam. Patrick provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Patrick has been registered in 14 states.

Firm Information

Patrick Rabenau is currently registered with Citigroup Global Markets Inc.. CITIGROUP GLOBAL MARKETS INC. is a corporation formed on 1998-10-15, with its main office located in NEW YORK, NY, United States. The firm provides advisory services including asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. They are registered with the SEC and in 53 states. They manage more than $50 billion in assets and their services are offered to individuals, corporations, charitable organizations, pension and profit sharing plans, state or municipal government entities, and high net worth individuals.
Citigroup Global Markets Inc.

Citi Wealth Management, Sales

Miami, FL 33131

$40.52B

Assets Under Management

11,754

Total Clients

3,637

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

asset allocation advice

Asset allocation advice

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick Rabenau’s Registration & Firm History

FL

01/13/2016 - Present

Citigroup Global Markets Inc. (Miami FL)

Not sure if Patrick D Rabenau is right for you?

Licenses & Designations

BOTH

Issued 10/29/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

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

Disclosures

There are no public disclosures for Patrick D Rabenau.
Not sure if Patrick D Rabenau is right for you?
Invested Better

Copyright 2024 Invested Better

Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.

Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.

Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.