Unclaimed
Iftikhar Qurashi is a licensed broker with Citigroup Global Markets Inc., a firm with more than $50 billion in assets under management. Iftikhar holds a Series 63, Series 79 and SIE license. Iftikhar has been a registered advisor since February 2016. Iftikhar is registered in 53 states and the District of Columbia. Iftikhar is licensed to provide a wide range of advisory services including financial planning, pension consulting, portfolio management, and asset allocation advice.
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
02/29/2016 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 02/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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