Unclaimed
Serdjan Balach is a financial professional with over 13 years of experience in the industry. Serdjan is currently registered with Perella Weinberg Partners LP in New York, NY. Serdjan holds Series 63, Series 79, Series 24, and SIE licenses and is registered with the state of New York. Serdjan previously worked at Citigroup Global Markets Inc. for almost 10 years.
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.
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2
NY
01/10/2020 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
10/05/2010 - 01/06/2020
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 10/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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