Peter
Chow
Citigroup Global Markets Inc
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About this Advisor
Peter Chow is a financial advisor based in Fountain Valley, California, working with Citigroup Global Markets Inc. Peter has previously held positions at Jpmorgan Chase Bank, Jpmorgan Securities LLC, Edward Jones, U.S. Bancorp Investments, Inc, East West Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, and Citigroup Global Markets Inc. Peter has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Peter is part of Citigroup Global Markets Inc, which operates out of Fountain Valley, California. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, and other services. The fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Citigroup Global Markets Inc Brokerage Details
$40,516,482,275
7,830
53,880
$751,976
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
Peter Chow Work History
Citigroup Global Markets Inc
East West Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
U.S. Bancorp Investments, Inc
Edward Jones
Jpmorgan Chase Bank
Jpmorgan Securities LLC
Disclosures
Please visit the SEC profile of Peter Chow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citigroup Global Markets Inc
New York, NY
Jacksonville, FL
Alhambra, CA
San Antonio, TX
Miami, FL
Brooklyn, NY
Beverly Hills, CA
Fountain Valley, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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