Unclaimed
Michael Jamal is a financial advisor registered with Citigroup Global Markets Inc. Michael has been in the industry since 1986 and holds the Series 7, 6, 63 and 66 licenses as well as the Series 24 principal exam. Citigroup Global Markets Inc. is headquartered in New York, NY and manages more than $50 billion in assets. The firm provides a variety of financial planning, investment management, and advisory services for high-net-worth individuals, businesses, pension and profit-sharing plans, 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.
1
2
CA
05/29/2007 - Present
Citigroup Global Markets Inc. (Glendale CA)
CA
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (GLENDALE CA)
CA
01/11/1999 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
03/11/1999 - 04/05/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NA
07/21/1987 - 12/03/1998
GRIFFIN FINANCIAL SERVICES
NA
07/31/1986 - 12/10/1987
BNL SECURITIES INC.
BOTH
Issued 02/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1986
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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