Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abhishek? Claim Your ProfileAbhishek Umesh Sheth is a financial advisor with over 20 years of experience in the industry. Abhishek is currently registered with Arete Wealth Advisors, LLC, a firm that manages over $1 billion in assets for a diverse client base. Abhishek provides a range of advisory services, including financial planning, portfolio management, and pension consulting. Abhishek holds Series 7, 63, and 65 licenses as well as the SIE. Abhishek has a strong track record of success, having worked with clients in both the New York and Chicago areas. Abhishek is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
10/27/2023 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
NY
01/30/2004 - 07/20/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
04/25/2003 - 01/30/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 07/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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