Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Versiani is a registered representative with Citigroup Global Markets Inc. in New York, NY. Roberta specializes in providing investment advice to individuals and businesses. Roberta is a Series 63, 86, and 87 licensed representative with the firm and has been in the industry for a short time, since May 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
NY
05/15/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 03/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/24/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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