Unclaimed
Einat Sadka is a financial advisor associated with Citigroup Global Markets Inc., with over 17 years of experience in the financial services industry. Einat is registered with FINRA and holds Series 7, Series 63, and Series 65 licenses. Einat specializes in providing asset allocation advice, financial planning, pension consulting, portfolio management for individuals and businesses, and publication of periodicals. Einat has been with Citigroup Global Markets Inc. since 2007 and has offices in Dallas, Texas and Los Angeles, California.
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
TX
07/21/2014 - Present
Citigroup Global Markets Inc. (DALLAS TX)
NY
03/01/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
10/18/2004 - 03/08/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 04/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 7 - General Securities 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
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