Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philippe? Claim Your ProfilePhilippe R. Malvett is a financial advisor at Citigroup Global Markets Inc. Philippe has been in the financial services industry since 2004. Philippe has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Philippe offers a variety of services, including financial planning, portfolio management, and asset allocation advice. Prior to joining Citigroup, Philippe worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and RBC Capital Markets Corporation.
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NY
10/23/2014 - 02/28/2017
FORESIDE FUND SERVICES, LLC (New York NY)
NY
04/13/2012 - 10/31/2012
BRADESCO SECURITIES, INC. (NEW YORK NY)
NY
08/28/2008 - 07/30/2009
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
08/31/2004 - 02/06/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
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NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
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Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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