Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefano? Claim Your ProfileStefano Illiano is a financial advisor with Citigroup Global Markets Inc. Stefano has been in the industry since June 5, 2018. Previously, Stefano was employed by BARCLAYS CAPITAL INC. from February 12, 2018 until July 16, 2018. Stefano holds the Series 99 and SIE 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
NY
11/07/2018 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
02/12/2018 - 07/16/2018
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 07/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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