Unclaimed
Ektar Choudhury is a financial professional with over 20 years of experience in the financial services industry. Ektar has a broad range of experience in the financial services industry, including working for firms such as UBS Financial Services Inc., UBS Securities LLC, Piper Jaffray & Co., and Citigroup Global Markets Inc. Ektar is currently a Registered Representative with Citigroup Global Markets Inc. Ektar is registered to provide financial advice in 53 states and holds several industry licenses and certifications including Series 63, SIE, Series 79TO, Series 79, and Series 52. Ektar specializes in providing financial advice to individuals, corporations and charitable organizations.
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.
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2
CA
10/11/2023 - Present
Citigroup Global Markets Inc. (Los Angeles CA)
CA
10/06/2017 - 11/01/2019
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
06/11/2008 - 12/09/2011
PIPER JAFFRAY & CO. (EL SEGUNDO CA)
CA
01/16/2006 - 06/18/2008
UBS SECURITIES LLC (LOS ANGELES CA)
NJ
02/10/2003 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 11/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/21/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/06/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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