Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhenlin? Claim Your ProfileZhenlin Lu is a financial advisor with Citigroup Global Markets Inc. located in Naperville, Illinois. Zhenlin has 10 years of experience in the financial services industry. Zhenlin is registered with FINRA and the state of Illinois. The advisor specializes in providing financial planning, portfolio management for individuals and businesses, and asset allocation advice. Citigroup Global Markets Inc. is a registered investment advisor with over $50 billion in assets under management. They provide advisory services to individuals, businesses, and institutional clients. They offer a variety of investment services including portfolio management, financial planning, and asset allocation.
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
IL
10/27/2020 - Present
Citigroup Global Markets Inc. (NAPERVILLE IL)
IL
11/05/2013 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
IL
03/15/2013 - 11/01/2013
FIFTH THIRD SECURITIES, INC. (MCKINLEY PARK IL)
BOTH
Issued 10/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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