Atal Varma

last updated 1/12/2018

Atal Varma

Registered Representative at NYLIFE Securities LLC

Location:
2999 Douglas Blvd. Suite 340, Roseville, California, United States
HQ Phone:
(916) 774-6200

General Information

Experience

Member, Global Wealth Management - Citi

Registered Representative - New York Life Insurance Company

Affiliations

Health Plan Advisor - Anthem, Inc.

Recent News  

http://www.innovafg.com/new/paragonfinancialgroup/content.asp?contentid=2017118120

Atal Varma
Atal Varma Atal brings his clients over ten years of experience in the financial services industry. His work has always been with developing personal, customized strategies for his clients, and understanding their unique situations by focusing on their macroeconomic financial well-being. After spending a few years as a mortgage broker, he joined Citigroup Global Wealth Management in 2003 where he helped clients in the high net worth private banking group. His experience there ranged from compliance, training, trading, and managing brokerage/retirement accounts. In 2009, he left Citi and began Lotus Consultants, an advisory for Small Business Owners who struggled with the recent downturn in the economy. He continues to enjoy working with business owners, and individuals who share a passion for entrepreneurship by helping them overcome the challenges they face in any economic climate.

Read More

Browse ZoomInfo’s Directories