Unclaimed
Shevonne Irizarry is a registered representative with Citigroup Global Markets Inc. Shevonne is actively licensed in the Securities Industry Essentials Examination and the Operations Professional Examination. Shevonne specializes in asset allocation advice and provides a variety of services, including financial planning, pension consulting, and portfolio management for businesses and individuals. Shevonne has been in the industry since September 28, 2023 and has worked at Citigroup Global Markets Inc. since September 29, 2023.
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
09/29/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 09/29/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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