Senior Wealth Advisor
CurrentCiti Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. ("CGMI"), member SIPC. Insurance products are offered through Citigroup Life Agency LLC ("CLA"). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc. Citi and Citi with Arc Design are registered service marks of… Show more Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. ("CGMI"), member SIPC. Insurance products are offered through Citigroup Life Agency LLC ("CLA"). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc. Citi and Citi with Arc Design are registered service marks of Citigroup Inc. or its affiliates, and are used and registered throughout the world. Accounts carried by Pershing LLC, member FINRA, NYSE, SIPCOpinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use by residents of CA, FL, GA, NY, TX, VA, OR, WA, NC only.CA Insurance Producer License Number 0D92736.Currently hold Series 7 and 66 registrationPlease contact me by email: lily.h.chen@citi.com or by phone 650-383-9861. I cannot response to message through LinkedIn InMail. Show less
