Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor David Locascio is a registered representative with Citigroup Global Markets Inc. Connor has been in the industry since May 2024. Connor's registrations include Texas. The firm has offices in several cities including Houston, Denver and New York. The firm provides a range of financial services, including asset allocation advice, financial planning, pension consulting, and publication of periodicals. Connor is a specialist in several areas, including retirement planning, financial planning, college savings, and estate planning.
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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TX
09/09/2024 - Present
Citigroup Global Markets Inc. (HOUSTON TX)
Active
Inactive
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