Unclaimed
Zachary Hieb is a financial advisor at Citigroup Global Markets Inc. Zachary has been in the industry since June 8, 2018. Zachary is registered with the state of New York. Zachary is also a registered representative of Citigroup Global Markets Inc. in New York and Long Island City. Prior to joining Citigroup Global Markets Inc., Zachary was employed by J.P. MORGAN SECURITIES LLC and MML INVESTORS SERVICES, LLC. Zachary has a Series 7, Series 63, and Series 65 license.
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
12/19/2022 - Present
Citigroup Global Markets Inc. (FRESH MEADOWS NY)
NY
01/22/2019 - 09/01/2022
J.P. MORGAN SECURITIES LLC (NORTH BELLMORE NY)
NY
03/28/2018 - 12/03/2018
MML INVESTORS SERVICES, LLC (EAST HILLS NY)
IA
Issued 12/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2018
Series 7 - General Securities 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
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