Best Investors Account Sign in

Stephanie Rose Lally

Citigroup Global Markets Inc.

Tampa, FL

New York, NY

Claim This Profile
Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-18
  • FL RA
    APPROVED
    Since 2024-10-18

Branch Locations

3800 Citibank Center, Tampa, FL 33610 • United States

388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James And Associates St. Petersburg FL 03/2015 04/2019
Raymond James Financial Services, Inc Tampa FL 04/2019 03/2020
Raymond James Financial Services Advisor, Inc Tampa FL 04/2019 03/2020
Unemployed Largo FL 03/2020 06/2020
Raymond James Financial Services Advisors, Inc. Orlando FL 06/2020 11/2022
Raymond James Financial Services, Inc. Orlando FL 06/2020 11/2022
Bcw Financial Consultants Llc Orlando FL 06/2020 11/2022
Edgewater Family Wealth Orlando FL 07/2022 11/2022
Citigroup Brandon FL 11/2022 Present
  • 03/2015 → 04/2019
    Raymond James And Associates
    St. Petersburg, FL
  • 04/2019 → 03/2020
    Raymond James Financial Services, Inc
    Tampa, FL
  • 04/2019 → 03/2020
    Raymond James Financial Services Advisor, Inc
    Tampa, FL
  • 03/2020 → 06/2020
    Unemployed
    Largo, FL
  • 06/2020 → 11/2022
    Raymond James Financial Services Advisors, Inc.
    Orlando, FL
  • 06/2020 → 11/2022
    Raymond James Financial Services, Inc.
    Orlando, FL
  • 06/2020 → 11/2022
    Bcw Financial Consultants Llc
    Orlando, FL
  • 07/2022 → 11/2022
    Edgewater Family Wealth
    Orlando, FL
  • 11/2022 → Present
    Citigroup
    Brandon, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-26
  • S66 Uniform Combined State Law Examination
    2018-10-26
Other Names
  • Stephanie Rose Arnold
  • Stephanie Rose Lally
  • Stephanie Lally

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS
FLORIDA FINANCIAL ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUADVISORS
AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA
JANET L CHRISTIANSEN
MATTHEW VERSAGE
Martin Adolfo Montana
Frank Cooper Finley
Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor