Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nargis? Claim Your ProfileNargis Sathi is an investment advisor representative at Citigroup Global Markets Inc., with over 10 years of experience in the financial industry. Nargis has held previous positions with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP., where she gained experience in various areas of financial services. Nargis specializes in providing financial advice and investment management services to a diverse clientele, including individuals, high-net-worth individuals, corporations, and institutions. Nargis holds multiple industry licenses and certifications, including Series 6, 7, 63, and 66.
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (ALBERTSON NY)
NY
10/01/2012 - 02/22/2016
J.P. MORGAN SECURITIES LLC (LONG ISLAND CITY NY)
NY
01/22/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LONG ISLAND CITY NY)
BOTH
Issued 10/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2010
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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