Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Cameron Purdy is a financial professional with a broad range of experience in the securities industry. Thomas Purdy is registered with Citigroup Global Markets Inc. in New York. Thomas Purdy has been active in the industry since 2023. Thomas Purdy is a registered representative in 53 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands. Thomas Purdy has passed the Series 63, Series 7TO, Series 57TO and the SIE exam. Thomas Purdy specializes in a variety of financial products, including mutual funds, stocks, bonds, and other securities. Citigroup Global Markets Inc. is a full-service investment firm with offices throughout the United States. The firm provides a wide range of financial services to individual and institutional clients. Citigroup Global Markets Inc. has over $50 billion in assets under management and serves a variety of clients including high-net-worth individuals, corporations, pension funds, 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
NY
09/09/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 11/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2023
Series 57TO - Securities Trader Exam
BC
Issued 09/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2023
SIE - Securities Industry Essentials 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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