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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- FL
-
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
- 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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