Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Allen is a registered representative with Citigroup Global Markets Inc. in New York, NY. James has been in the financial industry since April 10, 2024. James holds the SIE and Series 99TO licenses and specializes in various financial services. Citigroup Global Markets Inc. is an investment advisor with over $50 billion in assets under management. The firm provides a variety of financial services including portfolio management, financial planning, asset allocation advice, and pension consulting.
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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NY
04/11/2024 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 04/10/2024
Series 99TO - Operations Professional Examination
BC
Issued 04/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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