Susan
Rodriguez
Citigroup Global Markets Inc
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About this Advisor
Susan Rodriguez is a financial advisor based in Santa Clarita, California, working with Citigroup Global Markets Inc. Susan has previously held positions at Citibank and Vallarta. Susan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Susan is part of Citigroup Global Markets Inc, which operates out of Santa Clarita, 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
Office Location
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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
Susan Rodriguez Work History
Citibank
Citibank
Citibank
Vallarta
Disclosures
Please visit the SEC profile of Susan Rodriguez 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
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