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Citi Personal Wealth Management

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Citi Personal Wealth Management is committed to the long term financial success of our clients. We offer different ways to help meet your investment needs. We will work with you to identify the service that best suits your unique situation. You may prefer a personal advisor who is part of a team specializing in investing or financial planning or you may want to manage your own investments with access to help when you want it.

Whichever way meets your investment needs, you can be assured our advisors will be upfront with you, providing clear and transparent information about strategies, products and fees.

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This information is provided by your financial organization through Pershing LLC, member FINRA/NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation.


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INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE
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    • 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. Accounts carried by Pershing LLC, member FINRA, NYSE, SIPC.
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