Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amir? Claim Your ProfileAmir N. Boghdady is an active investment advisor representative with Citigroup Global Markets Inc., based in Irvine, California. Amir has been working in the financial industry since 2001. Amir has a long history with Citigroup Global Markets Inc., with prior employment at the firm as well as its predecessor, Citicorp Investment Services. Amir is licensed in multiple states and holds a Series 63, Series 66, Series 7 and SIE licenses. Amir specializes in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and pension plans.
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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2
CA
01/14/2015 - Present
Citigroup Global Markets Inc. (IRVINE CA)
CA
11/19/2010 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (IRVINE CA)
CA
05/29/2007 - 03/24/2010
CITIGROUP GLOBAL MARKETS INC. (FULLERTON CA)
CA
01/12/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (ALISO VIEJO CA)
MA
07/23/2002 - 01/31/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/23/2002 - 01/31/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
02/01/2001 - 12/20/2002
INTREPID SECURITIES, INC. (TORRANCE CA)
CA
03/12/2001 - 08/21/2001
FINANCE 500, INC. (IRVINE CA)
CA
01/13/2000 - 11/06/2000
PROVIDENTIAL SECURITIES, INC. (FOUNTAIN VALLEY CA)
NJ
10/14/1999 - 01/18/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
FL
06/11/1998 - 09/25/1998
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
05/01/1998 - 05/18/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BOTH
Issued 05/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1998
Series 7 - General Securities 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
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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