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Peng W

Series 66, Series 63

Ladera Ranch, CA

Citigroup Global Markets

Peng Wang is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and possessing five years of industry experience. Prior to his current role, he worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., TD Ameritrade, and China Merchant Bank. He also has experience in the United Army Reserve and has been affiliated with Washington University in St. Louis. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and operates with institutional scale, in-house research capabilities, and unique market roles such as serving as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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