linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sandy Ma

Citigroup Global Markets Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sandy? Claim Your Profile

About Sandy Ma

Firm Information

Sandy Ma is currently registered with Citigroup Global Markets Inc.. Citigroup Global Markets Inc. is a corporation headquartered in NEW YORK, NY, United States. Formed in October 1998, the firm has over 10,000 licensed agents, investment advisor representatives, and registered representatives. They manage over $40 billion in assets, including discretionary and non-discretionary accounts. Citigroup Global Markets Inc. provides a wide range of advisory services, including financial planning, pension consulting, asset allocation advice, publication of periodicals, and selection of other advisers. They cater to various client types, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm participates in wrap fee programs and has been registered with the SEC and in 53 states.
Citigroup Global Markets Inc.

CORPORATE AND INVESTMENT BANKING

HOUSTON, TX 77002

$40.52B

Assets Under Management

11,754

Total Clients

3,637

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

asset allocation advice

Asset allocation advice

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sandy Ma’s Registration & Firm History

TX

09/15/2020 - Present

Citigroup Global Markets Inc. (HOUSTON TX)

Not sure if Sandy Ma is right for you?

Licenses & Designations

BC

Issued 9/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/15/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 7/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandy Ma.
Not sure if Sandy Ma is right for you?