Unclaimed
Peter Gartland is a registered representative with Citigroup Global Markets Inc. in New York, NY. Peter has been in the industry since October 2022 and holds the Series 63, Series 79TO, and SIE licenses. Peter has been licensed with Citigroup Global Markets Inc. since March 2024 and previously worked at Scotia Capital (USA) Inc. Peter specializes in a variety of investment services and products.
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
03/04/2024 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
10/07/2022 - 02/21/2023
SCOTIA CAPITAL (USA) INC. (NEW YORK NY)
BC
Issued 10/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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