Unclaimed
Satakshi Malik is a financial professional with over 10 years of experience in the industry. Satakshi is currently registered with Credit Agricole Securities (usa) Inc. and holds the Series 7, Series 63, and SIE licenses. Prior to her current role, Satakshi worked at DEUTSCHE BANK SECURITIES INC. Satakshi is registered with the state of New York and holds a Series 63 license.
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.
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.
1
2
NY
12/18/2020 - Present
Credit Agricole Securities (usa) Inc. (NEW YORK NY)
NY
12/10/2010 - 07/28/2020
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 01/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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