Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amir? Claim Your ProfileAmir Makarem is an investment advisor representative with Citigroup Global Markets Inc. Amir has been working in the financial services industry for over ten years. Amir is registered with the state of Illinois to provide investment advice and also has a Series 63 and 65 licenses. Amir's experience also includes previous roles at FIFTH THIRD SECURITIES, INC. and FIFTH THIRD BANK. Amir is registered to provide investment advice to high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Amir is licensed to offer securities and investment advice in Illinois, Indiana, Michigan and Wisconsin.
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
IL
01/04/2022 - Present
Citigroup Global Markets Inc. (Chicago IL)
IL
05/18/2011 - 11/03/2021
FIFTH THIRD SECURITIES, INC. (COUNTRYSIDE IL)
IA
Issued 12/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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