Unclaimed
Ginny Wykoff is a registered investment advisor representative with Citigroup Global Markets Inc. located in Florence, Kentucky. Ginny has been in the financial services industry since January 2007. Ginny holds the Series 63, 66, and 7 licenses along with the SIE designation. Ginny’s previous employer was CitiCorp Investment Services where Ginny worked as a registered representative from January 2007 to May 2007. Ginny is a dedicated advisor with the knowledge and experience to help clients achieve their financial goals. Citigroup Global Markets Inc. provides a wide range of financial services to individuals, businesses, and institutions. The firm has over $50 billion in assets under management and offers a variety of investment products and services, including portfolio management, financial planning, 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
KY
01/17/2023 - Present
Citigroup Global Markets Inc. (FLORENCE KY)
KY
01/18/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (FLORENCE KY)
BOTH
Issued 01/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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