Joseph KarcicCRD Number: 5177186
Current Firm: Citigroup Global Markets Inc.
Joseph Karcic (CRD# 5177186) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Flushing, NY and has over 16 years of experience in the finance industry.
Park Avenue Securities LLC
A.g.p / Alliance Global Partners
|Citigroup Global Markets Inc.||Ny, NY||Nov 2012 - Current||10|
|J.p. Morgan Securities LLC||Ridgewood, NY||Oct 2012 - Nov 2013||1|
|Jpmorgan Chase Na||Ridgewood, NY||Mar 2007 - Nov 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2006|
|S65||NASAA Investment Advisors Law Examination||Mar 2020|
Total Assets Under Management43,883MILLIONS
Total Number of Accounts54,186ACCOUNTS
Average Account Value$809,861
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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