Whitney Hagenstad (CRD# 7253050) 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.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citibank | West Palm Beach, FL | Sep 2021 - Current | 2 |
| Bae Systems | Mclean, VA | May 2021 - Sep 2021 | < 1 |
| University Of Florida | Gainesville, Fl, FL | May 2017 - May 2021 | 4 |
| Northwestern Mutual | Boca Raton, FL | May 2020 - Aug 2020 | < 1 |
| Liquid Ginger | Gainesville, FL | Oct 2019 - Mar 2020 | < 1 |
| Christina's | Delray Beach, FL | May 2019 - Aug 2019 | < 1 |
| Ben And Jerry's | Delray Beach, FL | Aug 2016 - May 2017 | < 1 |
| Atlantic Community High School | Delray Beach, FL | May 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- FL
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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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