Jennifer BellisCRD Number: 6222923
Current Firm: Citigroup Global Markets Inc.
Jennifer Bellis (CRD# 6222923) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has over 4 years of experience in the finance industry.
David Wealth Management, LLC
Palatine Advisors, Inc.
Commonwealth Financial Network
|Citigroup Global Markets Inc.||Greenville, DE||Jul 2013 - Current||4|
|Trying To Open Buisness||Philadelphia, PA||Mar 2012 - Jul 2013||1|
|Lanston Wright, Pllc||Ft. Lauderdale, FL||May 2009 - Feb 2012||2|
|Benchmark Mortgage||Delray Beach, FL||Jan 2006 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
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