Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Williams is a registered representative with Citigroup Global Markets Inc. David has been in the financial services industry since August 1, 2021. David is located in New York, NY. David holds the SIE and Series 99TO licenses. David specializes in financial planning, portfolio management, and asset allocation advice. Citigroup Global Markets Inc. manages over $40 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
08/02/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 07/31/2021
Series 99TO - Operations Professional Examination
BC
Issued 07/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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