Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reena? Claim Your ProfileReena Patel is a financial advisor with Citigroup Global Markets Inc. Reena has over 2 years of experience in the financial industry. Reena is licensed in all 50 states and the District of Columbia. She holds Series 63, Series 86, Series 87, Series 7TO and SIE licenses. Reena has previously worked at RBC CAPITAL MARKETS, LLC. Reena and Citigroup Global Markets Inc. work with a wide range of clients including high-net-worth individuals, corporations, pension funds, and charitable organizations. Reena provides financial planning, asset allocation advice, portfolio management, and pension consulting services.
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
05/14/2024 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
09/25/2021 - 05/15/2024
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
BC
Issued 10/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/26/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2021
SIE - Securities Industry Essentials 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
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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