Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anar? Claim Your ProfileAnar Dushyant Shah is an investment advisor representative with Columbia Management Investment Advisers, LLC. Anar has been working in the financial industry since 2008. Anar has worked at various firms like Citigroup Global Markets Inc., Morgan Stanley & Co., Incorporated and A I M Distributors, Inc. Anar currently holds active registrations in Texas. Anar's previous employment includes roles at CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC. Anar has passed Series 6, Series 7, Series 31, Series 63 and Series 66 exams and holds a SIE certification.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
03/13/2020 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NY
03/28/2017 - 07/06/2017
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
06/17/2013 - 07/06/2017
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NY
10/13/2004 - 12/16/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/13/2000 - 07/30/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
TX
05/22/1998 - 08/11/2000
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 11/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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