Tarina
Rodgers

Citigroup Global Markets Inc

CRD#6100428
Investment Advisor
in Crystal Lake, IL

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About this Advisor

Tarina Rodgers is a financial advisor based in Crystal Lake, Illinois, working with Citigroup Global Markets Inc. Tarina has previously held positions at Jp Morgan Chase Bank, Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Phoenix, Citigroup, and J.P. Morgan Securities LLC. Tarina has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Tarina is part of Citigroup Global Markets Inc, which operates out of Crystal Lake, Illinois. 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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Citi Retail Banking 225 West Virginia Street
Crystal Lake, IL 60014

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$40,516,482,275

IL Average: $7,464,549,021
Total Number of Employees

7,830

IL Average: 88
Total Number of Accounts

53,880

IL Average: 3,892
Average Account Size

$751,976

IL Average: $1,917,921

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

Tarina Rodgers Work History

2022 - Present (2 years)

Citigroup

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2019 (2 years)

University Of Phoenix

2012 - 2017 (5 years)

J.P. Morgan Securities LLC

2011 - 2017 (6 years)

Jp Morgan Chase Bank

Disclosures

Please visit the SEC profile of Tarina Rodgers 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

Daniel Gardner
New York, NY
Lavendel Williams
Jacksonville, FL
Dongyue Lyu
Alhambra, CA
Samphors Chea
San Antonio, TX
Olga Stroganova
Brooklyn, NY
Sefora Angeles
Beverly Hills, CA
Yun Bai
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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