Unclaimed
Liam Fitzmaurice is a registered representative with Citigroup Global Markets Inc. Liam is registered in 53 states and is actively working with a broad range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Liam's firm is a leading financial services provider offering a wide range of investment products and services, including portfolio management, financial planning, and publication of periodicals.
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
NY
09/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 09/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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