Unclaimed
Zsolt Halustyak is an active investment advisor representative with Citigroup Global Markets Inc. Zsolt has been in the financial services industry since June 30, 2016. Zsolt holds the Series 65, SIE and Series 99 licenses. Previously, Zsolt worked at Deutsche Bank Securities Inc. and Citigroup Global Markets Inc. Zsolt's specializations include Asset Allocation Advice, Portfolio Management for Businesses, Portfolio Management for Individuals, Security Ratings, Financial Planning, Pension Consulting, and Publication of Periodicals.
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
06/03/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
FL
01/22/2020 - 02/04/2022
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
NY
06/15/2018 - 09/11/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 10/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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