Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sasha? Claim Your ProfileSasha Lusha Zhu is a registered representative and investment advisor representative with Citigroup Global Markets Inc. Sasha has been in the industry since 2011 and is currently registered with the state of California. Sasha has previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. Sasha specializes in asset allocation advice, financial planning, pension consulting, and publication of periodicals. Sasha is also a registered representative of Citigroup Global Markets Inc. and a registered investment advisor representative with Citigroup Global Markets Inc. in the state of California.
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
11/20/2018 - Present
Citigroup Global Markets Inc. (LOS ANGELES CA)
CA
10/01/2012 - 11/24/2014
J.P. MORGAN SECURITIES LLC (SAN MARINO CA)
CA
11/03/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN MARINO CA)
CA
11/24/2010 - 01/21/2011
PRUCO SECURITIES, LLC. (CITY OF INDUSTRY CA)
BOTH
Issued 11/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2010
Series 6 - Investment Company Products/Variable Contracts 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
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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