Unclaimed
Caroline Tierney is a registered representative with Citigroup Global Markets Inc. Caroline is a registered investment advisor representative in New York and has passed the Uniform Combined State Law Examination. She has prior experience working in the education and agricultural industries, and has been with Citigroup since June 2023. Caroline has experience providing financial planning, pension consulting, and asset allocation advice to clients.
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
12/03/2024 - Present
Citigroup Global Markets Inc. (New York NY)
Active
Inactive
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