Unclaimed
Anita Ravani is a financial advisor at Citigroup Global Markets Inc. She has over 10 years of experience in the financial services industry. Anita is licensed to provide investment advice in 23 states and the District of Columbia. She holds Series 3, 7, 9, 10, and 66 licenses. Anita has previously worked at Raymond James & Associates, INC., D.A. Davidson & CO., Stifel, Nicolaus & Company, Incorporated, and Morgan Stanley.
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
CA
06/12/2023 - Present
Citigroup Global Markets Inc. (Hermosa Beach CA)
CA
03/24/2023 - 04/27/2023
RAYMOND JAMES & ASSOCIATES, INC. (BEVERLY HILLS CA)
CA
07/11/2022 - 03/24/2023
D.A. DAVIDSON & CO. (NEWPORT BEACH CA)
CA
01/07/2020 - 07/06/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LOS ANGELES CA)
OH
01/28/2013 - 02/04/2019
MORGAN STANLEY (TOLEDO OH)
BOTH
Issued 03/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/01/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2013
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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