Annalise Durante, financial advisor West Palm Beach FL
88 score

Annalise Durante

CRD Number: 6028243
Current Firm: Citigroup Global Markets Inc.

Annalise Durante (CRD# 6028243) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in West Palm Beach, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup West Palm Beach, FL Jun 2014 - Current 2
University Of Miami Miami, FL Aug 2013 - May 2014 < 1
Nordstrom Schaumburg, IL Jun 2013 - Jul 2013 < 1
University Of Miami Miami, FL Dec 2012 - May 2013 < 1
Park Street Advisors Miami, FL Sep 2012 - Nov 2012 < 1
First Trust Portfolios Wheaton, IL Jun 2012 - Aug 2012 < 1
Ubs Financial Services Miami, FL Feb 2012 - May 2012 < 1
University Of Miami Miami, FL Aug 2011 - Jan 2012 < 1
Nordstrom Schaumburg, IL May 2011 - Jul 2011 < 1
University Of Miami Miami, FL Aug 2010 - May 2011 < 1
Nordstrom Schaumburg, IL May 2010 - Aug 2010 < 1
Lake Park High School Medinah, IL Aug 2008 - May 2010 1
Lifetime Fitness Schaumburg, IL Aug 2009 - Dec 2009 < 1
Unemployed Itasca, IL Jun 2008 - Aug 2008 < 1
Medinah Christian School Medinah, IL Jan 2004 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Annalise M. Durante
Phone Number: 212-816-6000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    22,285
    MILLIONS
  • Total Number of Accounts
    42,945
    ACCOUNTS
  • Average Account Value
    $518,927
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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