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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Justin Zand is an investment advisor representative at Citigroup Global Markets Inc. William Justin Zand is registered with the state of Connecticut as an Investment Advisor Representative. William Justin Zand is also registered in 52 other states as a Broker/Dealer Representative. William Justin Zand has been working in the financial industry since July 13, 2016. Prior to joining Citigroup Global Markets Inc., William Justin Zand worked at PEOPLE'S SECURITIES, INC. William Justin Zand is a registered representative of Citigroup Global Markets Inc. and is also a registered investment advisor representative with the firm.
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
CT
03/29/2022 - Present
Citigroup Global Markets Inc. (GREENWICH CT)
CT
02/26/2014 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (GREENWICH CT)
CT
12/22/2011 - 01/06/2014
PEOPLE'S SECURITIES, INC. (RIVERSIDE CT)
IA
Issued 03/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
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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