Irene Tagarelli (CRD# 1105686) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fort Lee, NJ and has over 28 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 |
|---|---|---|---|
| Citi | New York, NY | Nov 2019 - Current | 4 |
| Santander Bank, Na | Boston, MA | Jul 2015 - Nov 2019 | 4 |
| Santander Securities, LLC | Dorchester, MA | Jul 2015 - Nov 2019 | 4 |
| Lpl Financial, LLC | Roseland, NJ | Aug 2008 - Jul 2015 | 6 |
| New York Community Bank | New York, NY | Oct 2006 - Jul 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
- NJ
-
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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