Unclaimed
Stephen Blatney is a financial advisor with Citigroup Global Markets Inc. who has been in the industry since July 2003. Stephen is registered in 52 states. Stephen is also a Series 7, 24, 55, 62, 63, and 79 licensed professional. Stephen is a financial advisor with a strong background in investment banking, equity trading and portfolio management for businesses and individuals. Prior to joining Citigroup Global Markets Inc., Stephen was a registered representative at NPM Securities, LLC, Galileo Global Securities, LLC, and Pickwick Capital Partners, LLC.
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
07/24/2024 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
10/25/2022 - 07/23/2024
NPM SECURITIES, LLC (NEW YORK NY)
NY
07/02/2019 - 10/28/2022
GALILEO GLOBAL SECURITIES, LLC (NEW YORK NY)
NY
01/04/2019 - 07/02/2019
PICKWICK CAPITAL PARTNERS, LLC (WHITE PLAINS NY)
NY
07/15/2013 - 12/08/2016
KGS-ALPHA CAPITAL MARKETS, L.P. (NEW YORK NY)
NY
07/02/2012 - 07/15/2013
KNIGHT CAPITAL AMERICAS LLC (NEW YORK NY)
NY
01/19/2012 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (NEW YORK NY)
NY
07/10/2010 - 01/05/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
08/30/2006 - 07/20/2010
THOMAS WEISEL PARTNERS LLC (NEW YORK NY)
NY
01/05/2005 - 08/29/2006
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
04/25/2003 - 06/26/2003
NYFIX MILLENNIUM, L.L.C. (NEW YORK NY)
NY
01/02/2001 - 12/16/2002
ISLAND EXECUTION SERVICES, LLC (NEW YORK NY)
NJ
08/15/2000 - 12/16/2002
THE ISLAND ECN (JERSEY CITY NJ)
NY
06/25/1997 - 07/06/1999
BLOOMBERG TRADEBOOK LLC (NEW YORK NY)
BC
Issued 04/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/27/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1997
Series 62 - Corporate Securities Limited 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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