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Celine C

Series 63, Series 65

San Jose, CA

Citigroup Global Markets

Celine Chen is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including swap dealer and futures commission merchant activities.

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

Series 66

San Jose, CA

Citigroup Global Markets

Honglin Wu is a financial advisor with Citigroup Global Markets Inc. holding a Series 66 designation and three years of industry experience. Prior to joining Citigroup, Wu worked at Morgan Stanley, Moomoo Financial Inc., and Futu Inc. He is based in San Jose, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including acting as a security-based swap dealer and futures commission merchant, and provides a broad range of advisory and execution services.

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