Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Sullivan is a registered representative with Citigroup Global Markets Inc. Kelly has been in the industry since 2012 and is registered in Florida. Kelly specializes in a range of services, including asset allocation advice, financial planning, pension consulting, and portfolio management for individuals and businesses. Kelly has worked for a variety of firms, including Bank of America, N.A., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
09/24/2024 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
Active
Inactive
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