Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Pietsch Wilson is an investment professional with over 6 years of experience in the financial services industry. She is registered with Citigroup Global Markets Inc. and holds the Series 99 and SIE licenses. Sarah specializes in various areas, including Portfolio Management for Businesses, Portfolio Management for Individuals, Asset Allocation Advice, Security Ratings, Financial Planning, Pension Consulting, and Publication of Periodicals. Her expertise and dedication ensure a comprehensive and tailored approach to investment strategies.
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
08/25/2015 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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