Unclaimed
Albert Sedaghatpour is an investment advisor representative with Citigroup Global Markets Inc., with over 5 years of experience in the industry. Albert is registered with FINRA and has licenses in both California and is active in both Investment Advisor and Broker-Dealer scopes. Albert is committed to providing high-quality financial advice and services to clients, and has a demonstrated track record of success in the field. Albert holds the Series 63, 65, 6TO and SIE licenses, as well as experience in the financial services industry, specializing in financial planning and portfolio management for individuals and businesses. Albert is also a member of the Citigroup Global Markets Inc. team, which provides clients with a wide range of financial services, including asset allocation advice, pension consulting, and portfolio management for businesses and individuals.
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.
1
2
CA
10/05/2023 - Present
Citigroup Global Markets Inc. (Los Angeles CA)
IA
Issued 10/5/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/5/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 6/7/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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