Unclaimed
Albert Sedaghatpour is a registered representative and investment advisor representative in California. He is currently employed by Citigroup Global Markets Inc., which is a large firm with over $50 billion in assets under management. Albert Sedaghatpour has experience in the financial industry and has held various positions in different companies. He provides financial planning, asset allocation advice, and portfolio management services to individuals, businesses, and institutions.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
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CA
10/05/2023 - Present
Citigroup Global Markets Inc. (Los Angeles CA)
IA
Issued 10/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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