Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ravi? Claim Your ProfileRavi Adimoolam is a registered investment advisor representative with Citigroup Global Markets Inc. Ravi has been working in the financial industry for over 30 years. Ravi has been with Citigroup Global Markets Inc. since 2014 and has previously worked at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP. and CITICORP INVESTMENT SERVICES. Ravi holds Series 7, Series 63, Series 24 and SIE licenses and is registered with the states of Florida, Illinois, New Jersey, New York, and Pennsylvania. Ravi specializes in asset allocation, financial planning, pension consulting, and portfolio management. Ravi's office is located at CITI RETAIL BANKING, 121-11 LIBERTY AVENUE in JAMAICA, NY.
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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2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (JAMAICA NY)
NY
10/01/2012 - 06/17/2014
J.P. MORGAN SECURITIES LLC (SOUTH RICHMOND HILL NY)
NY
12/24/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SOUTH RICHMOND HILL NY)
NY
05/29/2007 - 01/04/2010
CITIGROUP GLOBAL MARKETS INC. (RICHMOND HILL NY)
NY
10/29/1992 - 05/29/2007
CITICORP INVESTMENT SERVICES (RICHMOND HILL NY)
NA
02/23/1993 - 07/13/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
MN
11/22/1989 - 07/10/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/22/1989 - 07/10/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
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
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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