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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Fatima Reid is an investment advisor representative registered with Citigroup Global Markets Inc., a firm with over 11,000 clients and assets under management in excess of $40 billion. Mary Fatima Reid has been in the industry since June 2014. She holds licenses for Series 66, SIE, and Series 7 exams. Mary Fatima Reid offers portfolio management for individuals and businesses, financial planning, pension consulting, selection of other advisors, and asset allocation advice. She also publishes periodicals and is active in various educational seminars. Mary Fatima Reid's current firm, Citigroup Global Markets Inc., provides a range of services to a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm focuses on providing comprehensive financial solutions, including asset management, investment advisory, and wealth management services.
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.
1
2
NY
12/05/2016 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BOTH
Issued 12/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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