Unclaimed
Aditya Bhatnagar is a financial advisor with Westbourne Investments, Inc. located in Alexandria, Virginia. Aditya has been in the industry for over 10 years. Aditya has experience with a wide range of investment products and services. Aditya specializes in providing financial planning, portfolio management for individuals and businesses. Aditya is registered with the state of Virginia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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VA
01/11/2016 - Present
Westbourne Investments, Inc. (ALEXANDRIA VA)
VA
08/01/2014 - 12/31/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFAX VA)
VA
06/18/2009 - 08/05/2014
AXA ADVISORS, LLC (FAIRFAX VA)
BOTH
Issued 06/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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