Teresa M Forde

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2010-09-09 → 2011-02-04
  Rbc Capital Markets, Llc
  New Hartford, NY
• 2005-06-21 → 2006-03-31
  Neuberger Berman Bd Llc
  New York, NY

Other Businesses

PLEXUS WORLDWIDE; PHOENIX, AZ; NOT BUSINESS INVESTMENT RELATED; AFFILIATION BEGAN SEPTEMBER 2014; TITLE: SALES REPRESENTATIVE; DUTIES: SELLING A NUTRITIONAL PRODUCT THROUGH ONLINE MARKETING/SOCIAL MEDIA TO FRIENDS AND FAMILY. NO TIME DEVOTED DURING SECURITIES TRADING HOURS AND 20 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS. ///// ZEJ Digital Solutions LLC; Website design; Not investment-related; Edison, NJ; Title: Founder; Duties: Founder, CEO; No time is devoted to the business each month during securities trading hours; 15 hours are devoted to the business each month outside of securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-20

Other Names

• Teresa M. Zimmerman
• Teresa Zimmerman
• Teresa M. Forde