Unclaimed
Reese Nichole MacGregor is a financial advisor associated with Citigroup Global Markets Inc. Reese is registered with the state of Texas and holds Series 7TO, Series 9, Series 10, Series 63, and SIE licenses. Reese has been working in the financial services industry since January 26, 2023. Reese's firm provides a range of financial services to clients, including asset allocation advice, financial planning, pension consulting, and portfolio management for both individuals and businesses.
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
TX
01/27/2023 - Present
Citigroup Global Markets Inc. (San Antonio TX)
BC
Issued 07/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2022
SIE - Securities Industry Essentials 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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