Unclaimed
Jawad Haider is a financial advisor with over 20 years of experience in the industry. Jawad is currently registered with Citigroup Global Markets Inc. Previously, Jawad was with Credit Suisse Securities (USA) LLC, Barclays Capital Inc. and Lehman Brothers Inc. Jawad holds a Series 7, Series 24, Series 63 and Series 79TO license.
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
07/01/2020 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
11/13/2018 - 06/03/2020
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/22/2008 - 11/16/2018
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/08/2004 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/14/2001 - 06/04/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 08/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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