Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anil? Claim Your ProfileAnil Daryani is a financial advisor with over 13 years of experience in the financial services industry. Anil currently works as a financial advisor at Citigroup Global Markets Inc., where Anil is registered as a Registered Representative and Investment Advisor Representative. Anil has previously worked at HSBC Securities (USA) Inc. and UBS Financial Services Inc., as well as Auriga Corporation, an engineering firm. Anil holds the Series 66, Series 7 and SIE licenses, and is also a Chartered Financial Analyst (CFA). Anil specializes in offering financial planning, asset allocation, investment advice, and portfolio management services to high-net-worth individuals, corporations, and businesses.
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
01/11/2023 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
CA
08/31/2017 - 01/24/2023
HSBC SECURITIES (USA) INC. (San Francisco CA)
CA
06/11/2009 - 01/30/2015
UBS FINANCIAL SERVICES INC. (SAN JOSE CA)
CA
09/12/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
BOTH
Issued 09/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2007
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
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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