Unclaimed
Abdul Chowdhury is a financial professional with over 16 years of experience in the financial services industry. Abdul has a strong background in investment management, having previously worked for Citigroup Global Markets Inc. and Citicorp Investment Services. Abdul is currently registered with Wells Fargo Clearing Services, LLC and holds a Series 6, Series 6TO, Series 26, and Series 63 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
04/05/2023 - Present
Wells Fargo Clearing Services, LLC (SNELLVILLE GA)
NY
05/29/2007 - 08/23/2011
CITIGROUP GLOBAL MARKETS INC. (SOMERS NY)
NY
09/04/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MOUNT KISCO NY)
BC
Issued 05/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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