Unclaimed
Valeria Espinosa is a registered representative associated with Citigroup Global Markets Inc. Valeria is registered to provide securities advice in New York. Valeria Espinosa has 1 current registration and has passed the Uniform Combined State Law Examination. Valeria has been working in the financial services industry since May 2024. Valeria's employment history includes roles at Citigroup, Purdue University, Arconic, Colegio Karl C. Parrish, and Citibank.
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
12/09/2024 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
Active
Inactive
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