Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trinity? Claim Your ProfileTrinity Chikwanda is a Registered Representative with Citigroup Global Markets Inc., where Trinity has been employed since June 2023. Trinity specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Trinity has been in the industry since January 2014, and has passed the Uniform Combined State Law Examination. Trinity is currently registered in New York. The firm is based in New York, NY.
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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CA
12/05/2024 - Present
Citigroup Global Markets Inc. (Los Angeles CA)
Active
Inactive
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