Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yanaal? Claim Your ProfileYanaal Khurshid Khan is an active securities broker and investment advisor representative, currently registered with Citigroup Global Markets Inc. in New York, NY. Khan has been in the industry since 2002, previously working with firms like Assent LLC and Westrock Advisors, Inc. Khan holds a Series 63, Series 7, Series 24 and SIE license. Khan has been with Citigroup Global Markets Inc. since 5/18/2018.
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
05/18/2018 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
IL
05/13/2003 - 10/25/2004
ASSENT LLC (BOLINGBROOK IL)
NY
07/30/2002 - 05/07/2003
WESTROCK ADVISORS, INC. (NEW YORK NY)
NY
04/03/2002 - 08/29/2002
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BC
Issued 04/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
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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