Unclaimed
Samuel Descovich is an investment advisor representative at Citigroup Global Markets Inc. Samuel has been in the financial industry since 2000. Samuel has a Series 7, 9, 10, 24, 31, 52, 63, 65, and 66 licenses and has been registered with FINRA since 1996. Samuel is registered in 52 states and the District of Columbia, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Samuel is a Principal at Citigroup Global Markets Inc.
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
09/16/2022 - Present
Citigroup Global Markets Inc. (New York NY)
NY
12/12/2019 - 12/10/2021
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NJ
10/26/2000 - 09/19/2019
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/25/2000 - 10/23/2000
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
09/08/1998 - 09/23/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MI
09/13/1996 - 11/07/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 09/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/30/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1996
Series 52 - Municipal 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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