Unclaimed
Bhavin Thakore is a financial professional with over 14 years of experience in the industry. Bhavin is currently registered with Deutsche Bank Securities Inc. and has previously been registered with Citigroup Global Markets Inc., Citi Private Advisory, LLC and Citicorp Investment Services. Bhavin's areas of expertise include investment company products/variable contracts, equity & debt research, macro research, and multi-asset research.
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.
Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls
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.
Hard dollar payments for research
1
2
CA
06/13/2022 - Present
Deutsche Bank Securities Inc. (SAN FRANCISCO CA)
CA
03/28/2017 - 03/18/2022
CITI PRIVATE ADVISORY, LLC (San Francisco CA)
CA
02/23/2016 - 03/18/2022
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (SAN RAMON CA)
CA
05/03/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (DANVILLE CA)
BOTH
Issued 07/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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