Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shea? Claim Your ProfileShea Lindsey Parrish corbett is a registered representative with Citigroup Global Markets Inc. located in Boston, Massachusetts. Shea has been in the industry since September 11, 2009. Shea previously worked with BARCLAYS CAPITAL INC. in Boston. Shea has passed the Series 63, Series 7 and SIE exams. Shea's registrations are active in all 50 states, District of Columbia, Puerto Rico, and Virgin Islands. Shea specializes in Portfolio Management for Individuals and Businesses, as well as providing Financial Planning and Asset Allocation Advice. Shea's clients include High Net Worth Individuals, Individuals Other Than High Net Worth, Corporations or Other Businesses, Pension and Profit Sharing Plans, and Charitable Organizations.
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
MA
07/22/2024 - Present
Citigroup Global Markets Inc. (BOSTON MA)
MA
08/25/2009 - 07/03/2024
BARCLAYS CAPITAL INC. (BOSTON MA)
BC
Issued 08/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2009
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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