Helene FamaCRD Number: 3108899
Current Firm: Citigroup Global Markets Inc.
Helene Fama (CRD# 3108899) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Mineola, NY and has over 18 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
H. Beck, Inc.
|Citigroup Global Markets Inc.||Garden City Park, NY||May 2007 - Current||10|
|Citicorp Investment Services||Garden City Park, NY||Aug 2004 - Oct 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Oct 2003|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services