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Alberto S
Series 66
Costa Mesa, CA
Citigroup Global Markets
Alberto Segura is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. His prior roles include positions at PNC Bank, HSBC Bank, and Citi Bank, spanning from 2015 to 2022. Based in Costa Mesa, CA, Segura has worked at Citigroup since 2022. Citigroup Global Markets serves both individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant market roles, including acting as a swap dealer and futures commission merchant.
Stephen B
Series 63, Series 66
Costa Mesa, CA
Citigroup Global Markets
Stephen Bennett is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citigroup since 2019, following nine years at JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.
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