Unclaimed
Raghav Chadha is a registered representative with Citigroup Global Markets Inc. Raghav has been in the industry since 2016. Prior to joining Citigroup Global Markets Inc., Raghav was employed with CREDIT SUISSE SECURITIES (USA) LLC and ROBERT W. BAIRD & CO. INCORPORATED. Raghav is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 63, SIE and Series 79. Raghav is registered in 53 states and territories in the United 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
NY
09/22/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
05/20/2020 - 09/10/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
WI
11/16/2016 - 05/07/2020
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 09/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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