Unclaimed
Elizabeth MacKay is a financial advisor with over 13 years of experience in the industry. Elizabeth is currently registered with Citigroup Global Markets Inc. and has been with them since February 2023. Prior to joining Citigroup Global Markets Inc., Elizabeth worked at RBS Securities Inc. and ABN AMRO INCORPORATED. Elizabeth is a Series 16 licensed professional and is able to provide a wide range of financial services, including asset allocation advice, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Elizabeth is committed to helping her clients achieve their financial goals.
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.
1
2
NY
02/02/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
CT
10/16/2009 - 03/04/2013
RBS SECURITIES INC. (STAMFORD CT)
CT
07/11/2006 - 10/09/2009
ABN AMRO INCORPORATED (STAMFORD CT)
BC
Issued 01/05/2023
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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