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Camryn Foltz is a registered representative with Citigroup Global Markets Inc. located in New York, NY. Camryn has been working in the industry for over 4 years, with experience in various roles prior to joining Citigroup. Camryn is a licensed representative in the state of New York and holds the Series 66 exam license. Camryn specializes in providing advisory services that include asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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NY
09/09/2024 - Present
Citigroup Global Markets Inc. (New York NY)
Active
Inactive
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