Unclaimed
Beenish Irshad is a registered representative with Citigroup Global Markets Inc. in New York, NY. Beenish has been in the industry since 2009. Previously, Beenish was registered with HSBC Securities (USA) Inc. Beenish has passed the Series 6, Series 7 and Series 63 exams. Beenish specializes in securities, investment advisory services, portfolio management for individuals and businesses. Beenish can assist individuals, businesses, and institutional clients with financial planning, asset allocation, and investment advisory services. Citigroup Global Markets Inc. has over 10,000 employees and manages more than $40 Billion in assets.
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
09/10/2013 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
01/26/2009 - 08/28/2013
HSBC SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 05/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2009
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Beenish Irshad is the right advisor for you? Invested Better is here to help.