Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Masa? Claim Your ProfileMasa Sekulic is an active investment advisor registered with both the state of California and FINRA. Masa has been in the financial industry since 2004 and is currently employed by Citigroup Global Markets Inc. in Beverly Hills, California. Masa is also a registered principal with Citigroup Global Markets Inc., having passed the Series 4, Series 9, Series 10 and Series 53 exams. Masa specializes in providing investment advice to individuals, businesses, and high-net-worth clients. Masa's experience at Deutsche Bank Securities Inc. and Crowell, Weedon & Co. provides Masa with a broad understanding of the financial markets.
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
CA
06/05/2017 - Present
Citigroup Global Markets Inc. (BEVERLY HILLS CA)
CA
11/25/2011 - 06/05/2017
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
CA
06/24/2008 - 11/22/2011
CROWELL, WEEDON & CO. (LOS ANGELES CA)
CA
07/26/2002 - 06/27/2006
CROWELL, WEEDON & CO. (LOS ANGELES CA)
BOTH
Issued 03/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/09/2004
Series 4 - Registered Options Principal Examination
BC
Issued 06/07/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 07/25/2002
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
Not sure Masa Sekulic is the right advisor for you? Invested Better is here to help.
