Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collene? Claim Your ProfileCollene Michelle Greenlee is a registered representative with Citigroup Global Markets Inc., with a branch office located in IRVINE, CA. Collene Greenlee has been active in the industry since 2019 and is licensed to operate in California. Collene Greenlee has passed the Series 79TO, SIE and Series 63 exams. Collene Greenlee specializes in investment banking, portfolio management, and asset allocation advice.
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
CA
10/16/2019 - Present
Citigroup Global Markets Inc. (IRVINE CA)
BC
Issued 06/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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