Heather Vanessa Serna
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$56BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Citigroup Global Markets Inc.May 2025 to now
- CitigroupMay 2025 to now
- Wells Fargo Clearing Services, LLCJun 2018 to May 2025
- Wells Fargo Bank, NAMay 2018 to May 2025
- Morgan StanleyMar 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5955150
- Firm CRD
- 7059