Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarahglenn? Claim Your ProfileSarahglenn Waters is a financial advisor with Citigroup Global Markets Inc., an investment firm with over 100 years of history. Sarahglenn Waters has a deep understanding of the financial markets and a passion for helping individuals and families achieve their financial goals. Sarahglenn Waters has been a registered representative since 2021 and holds a Series 7, Series 66, Series 9, Series 10 and SIE license. Sarahglenn Waters has previously worked at Merrill Lynch and Farah & Farah, PA. Sarahglenn Waters has experience in helping clients with asset allocation, portfolio management, financial planning, and pension consulting. Sarahglenn Waters is also a member of Feeding Northeast Florida. Sarahglenn Waters is committed to providing her clients with personalized financial advice and guidance, and she is dedicated to helping them reach their financial goals.
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
FL
02/18/2022 - Present
Citigroup Global Markets Inc. (Jacksonville FL)
FL
04/13/2021 - 11/10/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 6/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/13/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 5/3/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 7/31/2020
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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