Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jitash? Claim Your ProfileJitash J Puri is an investment professional with over 15 years of experience in the financial services industry. Jitash J Puri is currently registered with Citigroup Global Markets Inc. Prior to this role, Jitash J Puri was employed by HSBC SECURITIES (USA) INC. and CITIGROUP GLOBAL MARKETS INC., as well as CITICORP INVESTMENT SERVICES. Jitash J Puri holds multiple licenses including Series 6, 7, 26, 63 and 65 and holds active registrations in several states including California, Colorado, Connecticut, District of Columbia, Florida, New Jersey, New York, Tennessee, Texas, Virginia and Washington. Jitash J Puri specializes in investment advisory services, financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Jitash J Puri works for Citigroup Global Markets Inc. which is headquartered in New York, NY and serves clients including individuals, businesses, high net worth individuals, corporations, charitable organizations, pension and profit sharing plans and state or municipal government entities. Citigroup Global Markets Inc. manages over $40 billion in client assets.
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
02/13/2009 - 03/26/2018
HSBC SECURITIES (USA) INC. (New York NY)
NY
05/29/2007 - 11/21/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/02/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
IA
Issued 03/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2005
Series 6 - Investment Company Products/Variable Contracts 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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