Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dattatray? Claim Your ProfileDattatray Jadhav is a financial professional with Citigroup Global Markets Inc.. Dattatray has been in the industry since November 2018 and holds the Series 99 and SIE licenses. Dattatray's career has centered around the financial services industry. Citigroup Global Markets Inc. is an active firm in the financial industry with a focus on providing asset allocation advice, financial planning, pension consulting, and publication of periodicals.
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
11/07/2018 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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