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JEFFREY MANNING
JEFFREY L MANNING, JEFFREY LINCOLN MANNING, Jeff Manning
CRD#: 2384792
IA
B
CITIGROUP GLOBAL MARKETS INC.CRD#: 7059 CITI PRIVATE BANK
111 HUNTINGTON AVENUE, 29TH FLOOR
BOSTON, MA 02199
111 HUNTINGTON AVENUE, 29TH FLOOR
BOSTON, MA 02199
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Disclosures
17
Years of Experience
View By:
State Registrations
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Arizona 9/21/2022
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Nevada 9/16/2022
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California 9/16/2022
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New Hampshire 9/16/2022
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Colorado 7/14/2022
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New Jersey 9/16/2022
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Connecticut 7/14/2022
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New York 9/16/2022
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Connecticut 9/29/2022
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New York 4/3/2025
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Delaware 9/16/2022
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North Carolina 9/16/2022
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District of Columbia 7/18/2022
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Oregon 9/16/2022
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Florida 7/19/2023
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Rhode Island 9/16/2022
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Illinois 9/16/2022
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Texas 9/16/2022
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Maine 7/15/2022
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Utah 9/16/2022
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Maryland 7/14/2022
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Vermont 9/16/2022
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Massachusetts 9/16/2022
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Virginia 9/16/2022
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Missouri 9/16/2022
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Washington 9/16/2022
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Montana 9/16/2022
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Wyoming 9/16/2022
SRO Registrations
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View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 9/29/2022
B
Registered with this firm since 7/14/2022
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Registered with this firm since 7/14/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/19/2018 - 12/07/2018 | BOSTON, MA | |
B | 05/27/2017 - 12/07/2018 | BOSTON, MA | |
B | 03/17/2008 - 02/25/2013 | BOSTON, MA | |
B | 05/22/2002 - 08/09/2002 | EL SEGUNDO, CA | |
B | 12/23/1993 - 09/14/2001 | SMITHFIELD, RI | |
B | 08/19/1993 - 02/03/1994 | NEW YORK, NY | |
B | 08/19/1993 - 02/03/1994 | NEW YORK, NY |
SMITHFIELD, RI
12/23/1993 - 09/14/2001
NEW YORK, NY
08/19/1993 - 02/03/1994
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.