Citigroup Global Markets Inc
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About this Advisor
Teresa Forde is a financial advisor who works in Washington, D.C., who has been in the industry for 12 years. Forde is an advisor for Citigroup Global Markets Inc. Throughout their career, Forde has worked at Brown Brothers Harriman & Co, Rbc Capital Markets and Citigroup. Forde holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Citigroup Global Markets Inc is a registered investment company that has its headquarters in Washington, D.C. The investment advisory business has offices in 631 locations and a total of 8,126 employees. It has $31 billion in total assets among its 43,518 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 136 charities and foundations. Of its 43,518 accounts, just 9% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm has a number of services, including 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 fees largely are based on the financial services provided. Fee types charged by Citigroup Global Markets Inc likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Citigroup Global Markets Inc Brokerage Details
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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
Teresa Forde Work History
Teresa has 12 years of experience.
Rbc Capital Markets
Brown Brothers Harriman & Co
Teresa Forde has no disclosures.
Please visit their SEC profile for more details.