Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aditi? Claim Your ProfileAditi Gupta is a financial advisor with over 11 years of experience in the industry. She is currently registered with Invesco Advisers, Inc. and has previously worked with American Funds Distributors, Inc., PIMCO INVESTMENTS LLC, LORD ABBETT DISTRIBUTOR LLC, and MORGAN STANLEY SMITH BARNEY. Aditi is licensed to provide investment advice in all 50 states and the District of Columbia. Aditi holds the Series 3, 7, 31, and 66 licenses, as well as the SIE exam. Aditi is a Chartered Financial Analyst (CFA) and specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
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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2
NY
01/19/2022 - Present
Invesco Advisers, Inc. (New York NY)
CA
03/05/2020 - 04/12/2021
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NY
04/02/2015 - 01/29/2020
PIMCO INVESTMENTS LLC (NEW YORK NY)
NJ
01/10/2012 - 03/20/2015
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NY
08/11/2009 - 12/21/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
BOTH
Issued 08/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2015
Series 3 - National Commodity Futures Examination
BC
Issued 10/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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