Unclaimed
Muhammad Atif Malik is a financial professional with over 15 years of experience in the industry. Muhammad is currently registered with Citigroup Global Markets Inc. and has been with the firm since 2012. Prior to that, Muhammad was employed by MORGAN STANLEY & CO. LLC and CITIGROUP GLOBAL MARKETS INC. Muhammad has a strong background in research and analysis, holding the Series 86, 87 and 7 licenses, as well as the SIE. Muhammad is registered to conduct business in all 50 states.
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
07/30/2012 - Present
Citigroup Global Markets Inc. (San Francisco CA)
CA
09/05/2006 - 04/11/2012
MORGAN STANLEY & CO. LLC (SAN FRANCISCO CA)
CA
11/18/2005 - 08/25/2006
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
NY
06/13/2005 - 09/07/2005
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
BC
Issued 02/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/03/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/08/2005
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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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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