Unclaimed
Sarah Marzulli is a registered representative associated with Citigroup Global Markets Inc., where she has been employed since November 18, 2023. Sarah has passed the Securities Industry Essentials Examination and the Operations Professional Examination. She is licensed to provide a range of investment-related 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
11/18/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 11/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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