Citigroup Global Markets Inc
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About this Advisor
Xin Cheng Mai is a financial advisor working in Chino Hills, California with a total of 5 years of industry experience. Mai is currently employed by Citigroup Global Markets Inc. During their career, Mai has held roles at Scottrade, Inc and Citigroup. Mai maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in New Jersey and New York. Citigroup Global Markets Inc is a firm that has its headquarters in New York, NY. The investment advisory business has offices in 733 locations and a total of 7,927 financial advisors. It handles $35 billion in total assets across its 53,776 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 140 charities and foundations. Of its 53,776 accounts, 32% belong to high-net-worth clients who have more than $1 million in assets. Citigroup Global Markets Inc has a wide assortment of services, such as 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. A financial advisor's fee schedules typically depend on which service is offered. However, fee types charged by Citigroup Global Markets Inc may include any blend of asset-based and fixed fees.
Certifications and Registrations
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Citigroup Global Markets Inc Brokerage Details
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
Xin Cheng Mai Work History
Xin Cheng has been registered as a financial advisor for 5 years.*
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Xin Cheng Mai 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
Bay Shore, NY
New York, NY
New York, NY
Boca Raton, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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 email@example.com.
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