Kefira Bar-Golani, financial advisor Saratoga CA

Kefira Bar-Golani

CRD Number: 6398589
Current Firm: Citigroup Global Markets Inc.

Kefira Bar-Golani (CRD# 6398589) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Saratoga, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Global Markets Inc. Saratoga, CA Apr 2018 - Current 2
Self-employed San Jose, CA Oct 2014 - Current 6
Jp Morgan Securities LLC San Jose, CA Aug 2014 - Apr 2018 3
Jp Morgan Chase Bank San Jose, CA Mar 2012 - Apr 2018 6
The Perfume Company San Jose, CA Oct 2011 - Mar 2012 < 1
White Science - Valley Fair Santa Clara, CA Sep 2009 - Sep 2011 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Kefira Bar-Golani
Phone Number: 212-816-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    32,924
    MILLIONS
  • Total Number of Accounts
    49,409
    ACCOUNTS
  • Average Account Value
    $666,364
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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