Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Mantilla is an investment advisor representative with Citigroup Global Markets Inc. She is located in NEW YORK, NY. Carla has been in the industry since 2012. Prior to joining Citigroup Global Markets Inc. she worked with CREDIT SUISSE SECURITIES (USA) LLC, where she specialized in investments, financial planning and securities. She is registered with FINRA and holds the SIE and Series 99 licenses.
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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2
NY
09/27/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NC
05/22/2012 - 08/23/2022
CREDIT SUISSE SECURITIES (USA) LLC (RESEARCH TRIANGLE PARK NC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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