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Nancy E. Lewis-heliotes

Citigroup Global Markets Inc.

Financial Planner in Napa, CA

Address:
16 Zinnia Ln
Napa, CA 94558
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About Nancy E. Lewis-heliotes

Nancy Lewis-heliotes is a financial professional at Citigroup Global Markets Inc. located in Napa, California. Nancy Lewis-heliotes holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S6, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

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Languages

Nancy Lewis-heliotes provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Nancy Lewis-heliotes
16 Zinnia Ln
Napa, CA 94558

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