Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vishal? Claim Your ProfileVishal Bhuta is a financial advisor at Citigroup Global Markets Inc. with over 10 years of experience in the financial industry. Vishal Bhuta is registered with the state of Illinois and also registered with FINRA. Vishal Bhuta has been associated with Citigroup Global Markets Inc. since April 2023. Previously, Vishal Bhuta was employed by Morgan Stanley for over 10 years. Vishal Bhuta specializes in portfolio management for individuals and businesses, asset allocation advice, security ratings, financial planning, pension consulting, and publication of periodicals.
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
IL
04/27/2023 - Present
Citigroup Global Markets Inc. (Chicago IL)
IL
04/01/2013 - 05/09/2023
MORGAN STANLEY (Chicago IL)
IL
05/22/2012 - 09/20/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 04/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Vishal Bhuta is the right advisor for you? Invested Better is here to help.
