Alexis WagnerCRD Number: 6752566
Current Firm: Citigroup Global Markets Inc.
Alexis Wagner (CRD# 6752566) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 3 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Citigroup||New York, NY||Feb 2017 - Current||4|
|Unemployed||North Babylon, NY||Oct 2016 - Feb 2017||< 1|
|Town Of Babylon Lifeguard Union||North Babylon, NY||Jun 2016 - Sep 2016||< 1|
|Marist College||Poughkeepsie, NY||Aug 2012 - May 2016||3|
|Victory Capital Management||New York, NY||Nov 2015 - Jan 2016||< 1|
|Town Of Babylon Lifeguard Union||North Babylon, NY||Jun 2015 - Sep 2015||< 1|
|Tcg Group Holdings||Austin, TX||Jul 2015 - Aug 2015||< 1|
|Town Of Babylon Lifeguard Union||North Babylon, NY||Jun 2014 - Sep 2014||< 1|
|Town Of Babylon Lifeguard Union||North Babylon, NY||Jun 2013 - Sep 2013||< 1|
|Town Of Babylon Lifeguard Union||North Babylon `, NY||Jun 2012 - Sep 2012||< 1|
|North Babylon High School||North Babylon, NY||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management38,272MILLIONS
Total Number of Accounts51,112ACCOUNTS
Average Account Value$748,782
- 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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