Unclaimed
Sabrina T Huffman is a financial advisor at Citigroup Global Markets Inc. with over 17 years of experience in the financial services industry. Sabrina holds multiple licenses including Series 63, 65, 66, 7, 9, 10, 24 and SIE, and is registered to provide investment advice in New York. Sabrina has previously held positions at CITI PRIVATE ALTERNATIVES, LLC, and CITICORP INVESTMENT SERVICES. She is a dedicated financial advisor who specializes in portfolio management for businesses and individuals. Sabrina also offers asset allocation advice, financial planning, pension consulting, and publication of periodicals.
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
CA
08/17/2021 - Present
Citigroup Global Markets Inc. (Los Angeles CA)
NY
05/03/2017 - 04/01/2024
CITI PRIVATE ALTERNATIVES, LLC (New York NY)
NY
04/28/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BOTH
Issued 01/03/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2006
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
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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