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Terri Christa Rollins

Citigroup Global Markets Inc.

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About Terri Christa Rollins

Terri Christa Rollins is a financial professional with over 20 years of experience in the industry. Terri has held various roles at leading financial institutions including Goldman, Sachs & Co., Morgan Stanley & Co., Incorporated, J.P. Morgan Securities Inc., UBS Securities LLC, Barclays Capital Inc., and Credit Suisse Securities (USA) LLC. Terri currently works as a registered representative at Citigroup Global Markets Inc. in New York City. Terri holds several industry certifications including the Series 24 (General Securities Principal Examination) and the Series 53 (Municipal Securities Principal Examination). Terri specializes in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Terri Rollins is currently registered with Citigroup Global Markets Inc.. Citigroup Global Markets Inc. is a corporation formed in October 1998, headquartered in New York, NY. The firm provides a wide range of investment advisory services including financial planning, asset allocation advice, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and other clients. With over 10,000 employees, including licensed agents, investment advisor representatives, and registered representatives, Citigroup Global Markets Inc. manages over $40 billion in assets for clients across various client types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm is registered with the SEC and in all 50 states.
Citigroup Global Markets Inc.

388 GREENWICH STREET

NEW YORK, NY 10013

$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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Terri Rollins’s Registration & Firm History

NY

09/09/2020 - Present

Citigroup Global Markets Inc. (NEW YORK NY)

NY

10/17/2018 - 07/28/2020

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

04/24/2017 - 10/29/2018

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

06/13/2011 - 05/05/2017

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

11/26/2010 - 05/13/2011

SG AMERICAS SECURITIES, LLC (NEW YORK NY)

NJ

09/20/2007 - 11/04/2010

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

09/20/2007 - 11/04/2010

UBS SECURITIES LLC (NEW YORK NY)

NY

12/06/2004 - 12/01/2006

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

05/22/2002 - 09/14/2004

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

05/21/2001 - 04/09/2002

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

12/05/2000 - 04/05/2001

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/15/2023

Series 24 - General Securities Principal Examination

BC

Issued 11/24/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/01/2000

Series 16 - NYSE Supervisory Analyst Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Terri Christa Rollins.
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