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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Choi is a registered investment advisor representative associated with Citigroup Global Markets Inc. Samuel is licensed in New Jersey. Samuel has been in the industry for over 6 years, currently working with Citigroup Global Markets Inc. Samuel previously worked with Citigroup Global Markets Inc. in New York, New York. Samuel Choi has passed the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7TO), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7). Samuel Choi has a total of 25 approved SRO registrations, 1 approved FINRA registration, 1 approved state registration, and 1 approved IA state registration. Samuel Choi holds Series 66, Series 7TO, SIE, and Series 7 licenses.
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
NJ
07/01/2024 - Present
Citigroup Global Markets Inc. (Jersey City NJ)
NY
09/25/2017 - 11/29/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 06/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 7 - General Securities 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
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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