Unclaimed
Yu dong Zhang is an active broker-dealer agent registered with Citigroup Global Markets Inc. Yu dong Zhang is registered with Series 63, Series 7TO, and SIE. Yu dong Zhang's registration date is February 7, 2023, and is currently employed with Citigroup Global Markets Inc. Yu dong Zhang has been in the industry since February 6, 2023. Yu dong Zhang is registered in 53 states and the District of Columbia. Citigroup Global Markets Inc. is a broker-dealer that manages more than $50 billion in assets and has over 11,754 clients.
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
02/07/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 02/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2023
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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