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Neelika B

Series 65, Series 63

Los Angeles, CA

Citigroup Global Markets

Neelika Batta is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at several notable firms, including JP Morgan Chase and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a diverse range of investment advisory programs and execution services, with a focus on multi-asset, multi-manager strategies implemented through both discretionary and non-discretionary approaches.

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