Unclaimed
Russell Imam is a financial professional with over 6 years of experience in the industry. Russell has a strong background in investments, with expertise in a variety of financial products and services. Russell is a registered representative with Citigroup Global Markets Inc. and holds Series 63, 10, 9, SIE, and 7 licenses. Russell is also registered with the state of New York, and is licensed in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Russell specializes in portfolio management for individuals and businesses, as well as financial planning, asset allocation advice, security ratings, pension consulting, and selection of other advisors. Russell is committed to providing clients with personalized financial advice and solutions that meet their individual needs.
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
02/17/2017 - Present
Citigroup Global Markets Inc. (Long Island NY)
BC
Issued 03/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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