Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sagar? Claim Your ProfileSagar Patel is a licensed securities professional with over seven years of experience in the financial services industry. Sagar is currently registered with Citigroup Global Markets Inc. and holds the Series 63, SIE, and Series 79 licenses. Sagar is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in 53 states and territories. Sagar has experience in investment banking and providing investment advice.
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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NY
07/22/2015 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 06/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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