Kristin
Persad
Citigroup Global Markets Inc
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About this Advisor
Kristin Persad is a financial advisor based in New Hyde Park, New York, working with Citigroup Global Markets Inc. Kristin has previously held positions at Jp Morgan Securities LLC, Jpmorgan Chase Bank, Merrill Lynch, Pierce, Fenner & Smith Inc, Td Bank, Bank Of America, N.A, Capital One Investing LLC, and Citigroup Global Markets Inc. Kristin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Kristin is part of Citigroup Global Markets Inc, which operates out of New Hyde Park, 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
Kristin Persad Work History
Citigroup Global Markets Inc
Capital One Investing LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Jp Morgan Securities LLC
Jpmorgan Chase Bank
Td Bank
Disclosures
Please visit the SEC profile of Kristin Persad 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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