Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annie? Claim Your ProfileAnnie Zhang is a financial advisor with Citigroup Global Markets Inc. in Chicago, Illinois, and has been working in the industry since December 19, 2006. Annie has held numerous licenses and certifications, including the Series 6, 7, and 66 licenses. Annie specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Annie has a history of working with clients from various backgrounds and has a strong understanding of the financial markets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
12/15/2021 - Present
Citigroup Global Markets Inc. (CHICAGO IL)
IL
04/06/2016 - 07/27/2020
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
04/28/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
BOTH
Issued 09/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Annie Zhang is the right advisor for you? Invested Better is here to help.
