Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rory? Claim Your ProfileRory McCullough is an Investment Advisor Representative with Citigroup Global Markets Inc. Rory has been working in the financial services industry since 2021. Prior to joining Citigroup, Rory worked for Fidelity Brokerage Services LLC. Rory holds the following licenses: Series 63, Series 66, Series 7TO and Series 31. Rory has a wide range of experience in the financial services industry, including asset allocation advice, financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals.
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
CT
09/02/2022 - Present
Citigroup Global Markets Inc. (GREENWICH CT)
NH
10/21/2021 - 06/22/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 08/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2021
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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