Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott B Kesselman is a financial advisor at Citigroup Global Markets Inc., a firm with more than $50 billion in assets under management. Scott has been a registered representative for over 25 years, and has experience in providing financial advice to individuals, businesses, and institutions. Scott is also a registered investment advisor, and has experience providing financial advice to individuals and businesses. Prior to joining Citigroup Global Markets Inc., Scott held positions at TD Waterhouse Investor Services, Inc., D. H. Blair & Co., Inc., and Gruntal & Co. Incorporated. Scott holds FINRA Series 7, 8, 63, and 66 securities licenses, as well as SIE and several state 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.
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2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NE
07/21/1997 - 11/23/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
11/14/1996 - 11/19/1996
D. H. BLAIR & CO., INC. (NEW YORK NY)
NY
08/27/1996 - 11/11/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 10/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
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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