Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sital? Claim Your ProfileSital Rahman is a financial advisor with Corient, a firm headquartered in Miami, Florida. Sital has over a decade of experience in the financial services industry, having worked with a variety of firms including UBS, J.P. Morgan Securities LLC, and Barclays Capital Inc. Sital holds a variety of licenses and certifications including Series 7, 63, 66, 24 and SIE. Sital specializes in providing financial advice to high-net-worth individuals, charitable organizations, corporations and other businesses, and pooled investment vehicles. Sital is also experienced in providing financial planning, pension consulting, and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CO
01/31/2023 - Present
Corient (Thornton CO)
CO
07/07/2022 - 01/03/2023
PURSHE KAPLAN STERLING INVESTMENTS (Thornton CO)
CO
03/22/2018 - 07/08/2022
FSC SECURITIES CORPORATION (DENVER CO)
TX
03/16/2016 - 03/22/2018
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
06/21/2011 - 03/21/2016
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
NJ
11/23/2010 - 06/14/2011
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/24/2010 - 11/23/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
BOTH
Issued 12/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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