Unclaimed
Ashiq Mubarack is a financial professional with over five years of experience in the industry. Ashiq Mubarack has a strong track record of success in providing investment advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Ashiq Mubarack is currently a registered representative with Citigroup Global Markets Inc. Prior to joining Citigroup Global Markets Inc., Ashiq Mubarack held positions at Wedbush Securities Inc. and William Blair. Ashiq Mubarack is a Series 7, Series 63, Series 86, and Series 87 licensed professional.
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
NY
04/14/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
CA
10/30/2018 - 03/30/2021
WEDBUSH SECURITIES INC. (SAN FRANCISCO CA)
CA
12/12/2016 - 10/15/2018
WILLIAM BLAIR (SAN FRANCISCO CA)
BC
Issued 12/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/30/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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