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JENELLE KAY SMITH
JENELLE KAY BOSLER, JENELLE SMITH
CRD#: 5826995
IA
B
CITIGROUP GLOBAL MARKETS INC.CRD#: 7059 CITI PRIVATE BANK
777 S. FLAGLER DRIVE, SUITE 1600 WEST
WEST PALM BEACH, FL 33401
777 S. FLAGLER DRIVE, SUITE 1600 WEST
WEST PALM BEACH, FL 33401
0
Disclosures
14
Years of Experience
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State Registrations
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Alabama 7/18/2022
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Montana 7/18/2022
B
Alaska 7/18/2022
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Nevada 7/18/2022
B
Arkansas 7/18/2022
B
New Hampshire 7/18/2022
B
California 7/18/2022
B
New Jersey 7/18/2022
B
Colorado 7/18/2022
B
New York 7/18/2022
B
Connecticut 7/18/2022
B
North Carolina 7/18/2022
B
Delaware 7/18/2022
B
Pennsylvania 7/18/2022
B
District of Columbia 7/18/2022
B
Rhode Island 7/18/2022
B
Florida 7/18/2022
B
South Carolina 7/18/2022
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Florida 7/19/2022
B
South Dakota 7/18/2022
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Georgia 7/18/2022
B
Tennessee 7/18/2022
B
Louisiana 7/18/2022
B
Texas 7/18/2022
B
Maine 7/18/2022
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Virginia 7/18/2022
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Maryland 7/18/2022
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Wisconsin 7/18/2022
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Massachusetts 7/18/2022
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Wyoming 7/18/2022
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Mississippi 7/18/2022
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 7/19/2022
B
Registered with this firm since 7/18/2022
B
Registered with this firm since 7/18/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/15/2020 - 07/14/2022 | PALM BEACH GARDENS, FL | |
B | 06/15/2020 - 07/14/2022 | PALM BEACH GARDENS, FL | |
IA | 04/12/2017 - 05/21/2020 | WEST PALM BEACH, FL | |
B | 04/12/2017 - 05/21/2020 | WEST PALM BEACH, FL | |
IA | 05/31/2011 - 04/11/2017 | WEST PALM BEACH, FL | |
B | 02/15/2011 - 04/11/2017 | WEST PALM BEACH, FL |
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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.