Andrew Perceleanu (CRD# 4432324) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Thousand Oaks, CA and has over 22 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6491551
Quantum Financial Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Citigroup | Thousand Oaks, CA | Aug 2017 - Current | 6 |
Xceed Federal Credit Union | El Segundo, CA | Jul 2016 - Aug 2017 | 1 |
U.s. Bancorp Investments, Inc. | Tarzana, CA | Jun 2013 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2001 |
S66 | NASAA Uniform Combined State Law Examination | May 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management40,516MILLIONS
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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)
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Publication of periodicals or newsletters
- Security ratings or pricing services
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