Karen
Washbon
Citigroup Global Markets Inc
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About this Advisor
Karen Washbon is a financial advisor based in Getzville, New York, working with Citigroup Global Markets Inc. Karen has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Citigroup. Karen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Karen is part of Citigroup Global Markets Inc, which operates out of Getzville, New York. 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
Karen Washbon Work History
Citigroup
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Karen Washbon 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
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Brooklyn, NY
Beverly Hills, CA
Fountain Valley, CA
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