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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Svitlana? Claim Your ProfileSvitlana Girone is a financial advisor with Citigroup Global Markets Inc., a leading investment firm with over $50 billion in assets under management. Svitlana has been in the financial services industry since 2006 and holds a variety of licenses and designations including the Series 63, Series 66, Series 7, and Series 9 exams. Svitlana provides portfolio management, financial planning, and asset allocation advice for a variety of client types. She has extensive experience working with individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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
01/22/2025 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BOTH
Issued 12/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2006
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
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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