Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aashka? Claim Your ProfileAashka Desai Singh is a financial advisor with over 7 years of experience in the financial services industry. Aashka is currently a registered representative with Cresset Asset Management, LLC and is licensed to provide investment advice in Texas and Virginia. Previously, Aashka worked at Ameriprise Financial Services, LLC and Robert W. Baird & Co. Incorporated. Aashka has a Series 7, Series 66 and SIE license and is a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
06/01/2021 - Present
Cresset Asset Management, LLC (CHICAGO IL)
VA
10/23/2017 - 05/04/2021
AMERIPRISE FINANCIAL SERVICES, LLC (RESTON VA)
VA
07/26/2016 - 10/17/2017
ROBERT W. BAIRD & CO. INCORPORATED (RESTON VA)
BOTH
Issued 12/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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