Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Duarte Ferreira is a registered investment advisor representative with Citigroup Global Markets Inc. Tony has been in the industry since 2010. Tony has passed the Series 6, Series 7, SIE, and Series 66 exams. Tony previously worked at HSBC Securities (USA) Inc. and Deutsche Bank Securities Inc. Citigroup Global Markets Inc. is a broker-dealer and investment advisor that provides a variety of financial services to individuals, businesses, and institutions. The firm manages over $50 billion in assets.
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
04/21/2022 - Present
Citigroup Global Markets Inc. (New York NY)
NY
11/05/2015 - 04/30/2021
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
08/08/2012 - 08/14/2015
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NJ
09/03/2010 - 11/11/2010
METLIFE SECURITIES INC. (WALL TOWNSHIP NJ)
BOTH
Issued 03/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2010
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Tony Ferreira is the right advisor for you? Invested Better is here to help.
