Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kylee? Claim Your ProfileKylee Gallagher is a registered representative of Citigroup Global Markets Inc. and has been working in the industry since June 2023. Kylee is registered with the state of NY. Kylee earned the Series 66 license on October 13, 2024. Kylee offers a range of advisory services, including financial planning, portfolio management, asset allocation advice, security ratings, publication of periodicals and selection of other advisors. Kylee has experience working with corporations or other businesses, individuals other than high-net-worth individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans and state or municipal government entities.
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
10/14/2024 - Present
Citigroup Global Markets Inc. (New York NY)
Active
Inactive
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