Unclaimed
Rawan Elshair is a financial advisor with Citigroup Global Markets Inc., having joined the firm in October 2012. Rawan has been active in the financial services industry since May 2007. Rawan has a variety of licenses and registrations, including Series 7, 9, 10, 24, 31, 63, and 66. Rawan is also registered in numerous states and territories, including Illinois, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Rawan holds a principal license with Citigroup Global Markets Inc. and is an Investment Advisor Representative of CITI PRIVATE ADVISORY, LLC. Rawan is registered as an Investment Advisor Representative in Illinois. Rawan's specializations include Asset Allocation Advice, Financial Planning, Pension Consulting, and Portfolio Management for Businesses and Individuals.
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
IL
10/08/2019 - Present
Citigroup Global Markets Inc. (Chicago IL)
IL
07/10/2020 - 05/24/2021
CITI PRIVATE ADVISORY, LLC (Chicago IL)
IL
05/08/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (NAPERVILLE IL)
BOTH
Issued 10/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/23/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX 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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