Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tai? Claim Your ProfileTai Woo Hah is a financial advisor at Citigroup Global Markets Inc. Tai has been in the industry since 1993, and has a strong track record of success. Tai holds a variety of licenses and certifications, including Series 7, Series 10, Series 24, and Series 63. Tai specializes in investment banking, and has a deep understanding of the financial markets. Tai is committed to providing clients with personalized financial advice and guidance, and has a strong focus on building long-term relationships. Prior to joining Citigroup Global Markets Inc., Tai worked at several other prominent firms, including Barclays Capital Inc., Lehman Brothers Inc., UBS Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
1
2
NY
10/02/2008 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
09/22/2008 - 11/05/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/26/2008 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/25/2003 - 05/21/2008
UBS SECURITIES LLC (NEW YORK NY)
NY
11/18/1994 - 02/27/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/06/1993 - 10/11/1994
SOCIETE GENERALE SECURITIES CORPORATION (NEW YORK NY)
NA
11/12/1992 - 06/14/1993
LODESTAR SECURITIES INC.
BC
Issued 02/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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