Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anil? Claim Your ProfileAnil Shivdasani is a financial professional with over 20 years of experience in the industry. Anil is currently registered with Citigroup Global Markets Inc. as a Registered Representative and General Securities Principal, serving clients across the United States. Prior to this role, Anil held various positions with Citigroup Global Markets Inc. Anil is a highly experienced financial professional holding several licenses including Series 7, Series 10, Series 24, Series 63, and the SIE exam.
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
NY
06/13/2013 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
06/01/2009 - 05/14/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/06/2004 - 04/09/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/08/2001 - 05/09/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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