Whitney HagenstadCRD Number: 7253050
Current Firm: Citigroup Global Markets Inc.
Whitney Hagenstad (CRD# 7253050) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has 1 year of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Citibank||West Palm Beach, FL||Sep 2021 - Current||< 1|
|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|
|Boca Community Middle School||Boca Raton, FL||Aug 2011 - May 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management43,883MILLIONS
Total Number of Accounts54,186ACCOUNTS
Average Account Value$809,861
- 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
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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