Kevin Bajana (CRD# 7136549) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Thornwood, NY and has over 2 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citibank N.a. | White Plains, NY | Feb 2020 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus, NJ | Jun 2019 - Nov 2019 | < 1 |
| Bank Of America, N.a. | Paramus, NJ | Jun 2019 - Nov 2019 | < 1 |
| Hsbc Bank, N.a. | White Plains, NY | Dec 2018 - May 2019 | < 1 |
| Citbank N.a. | White Plains, NY | Oct 2016 - Dec 2018 | 2 |
| Dominos | Bronx, NY | Mar 2015 - Feb 2018 | 2 |
| Kevin's Great Deals | Bronx, NY | Nov 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NY
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Total Assets Under Management40,516MILLIONS
-
Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- 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
- Other
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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