Unclaimed
Russ Matthew Krokoff is a financial advisor with Citigroup Global Markets Inc.. Russ has been in the industry for over 10 years and holds the Series 6, 7, 63 and 65 licenses. Russ has experience working at HSBC Securities (USA) Inc. and Northwestern Mutual Investment Services, LLC. The advisor specializes in investments, retirement planning and insurance products. Russ has a strong track record of providing personalized financial advice to individuals, families, 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
NY
10/15/2024 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
12/22/2014 - 11/17/2016
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
06/26/2012 - 03/04/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREAT NECK NY)
IA
Issued 03/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative 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
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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