Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tania? Claim Your ProfileTania Bari is an investment advisor representative with Citigroup Global Markets Inc. and Citi Private Alternatives, LLC. Tania has over 15 years of experience in the financial services industry. Tania is licensed to provide investment advisory services in all 50 states. Tania specializes in portfolio management for individuals and businesses.
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
03/28/2017 - Present
Citi Private Alternatives, LLC (New York NY)
NY
10/21/2009 - 08/24/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/20/2006 - 03/28/2008
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 10/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/04/2006
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/2006
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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