Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Muhammad? Claim Your ProfileMuhammad Shahzad is a financial advisor at Citigroup Global Markets Inc. in Port Jefferson, NY. Muhammad is a registered representative in New York and holds the Series 63, Series 65, Series 6TO, and SIE licenses. Muhammad has over 6 years of experience in the financial services industry and is committed to providing personalized financial planning and investment advice to individuals, families, and businesses. Muhammad works with clients to develop customized financial plans that address their unique needs and goals. Muhammad specializes in providing investment advice, retirement planning, college savings, and estate planning.
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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NY
01/25/2024 - Present
Citigroup Global Markets Inc. (Selden NY)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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