Axel IsselCRD Number: 6017661
Current Firm: Citigroup Global Markets Inc.
Axel Issel (CRD# 6017661) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 4 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Citi Private Bank||Miami, FL||Jan 2013 - Current||5|
|Citi International Financial Services LLC||Guaynabo, PR||Jan 2012 - Jan 2013||1|
|Citibank Del Peru SA||Lima,||Feb 2008 - Jan 2013||4|
|Citibank Na||Fort Lauderdeale, FL||Feb 2004 - Feb 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- 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