Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sadegh? Claim Your ProfileSadegh Farhadi is a financial advisor who is registered with Citigroup Global Markets Inc.. Sadegh has been in the financial industry for 5 years, working previously with firms such as MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC.. Sadegh has a Series 66 license. They specialize in investments for individuals, business entities, corporations, high-net-worth individuals, and charitable organizations. Sadegh is licensed to provide financial advice in California, Colorado, and Washington.
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
CA
04/13/2020 - Present
Citigroup Global Markets Inc. (Calabasas CA)
CA
09/16/2019 - 04/01/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
03/29/2019 - 06/25/2019
CITI PRIVATE ADVISORY, LLC (Beverly Hills CA)
CA
03/29/2019 - 06/25/2019
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
BOTH
Issued 10/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2019
Series 7TO - 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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