Unclaimed
Tiago Sardeli is an Investment Advisor Representative with Citigroup Global Markets Inc. in NEW YORK, NY. Tiago is registered with FINRA as a Registered Representative and with the State of New York as an Investment Advisor Representative. Tiago has been in the securities industry since August 2008. Tiago has passed Series 3, SIE, and Series 7 exams. Tiago is also registered with the state of New York as an Investment Advisor Representative. Before working for Citigroup Global Markets Inc., Tiago worked for J.P. Morgan Securities LLC and J.P. Morgan Securities Inc.
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.
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2
NY
12/04/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
10/01/2008 - 08/03/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/01/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 12/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2008
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
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Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, 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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