Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ameesh? Claim Your ProfileAmeesh Mehta is a financial advisor who has been working in the financial services industry since 2023. Ameesh holds the Series 66, Series 7TO and SIE licenses. Ameesh is currently registered with LPL Enterprise, LLC and has experience working for Pruco Securities Llc, Integrity Express Logistics, Llc, Anthem Blue Cross Blue Shield, University Of Cincinnati, Banana Republic, Jimmy John'S, Cincinnati Country Day School, and The Prudential Insurance Company Of America. Ameesh works with individuals, corporations, and other businesses to provide financial planning, portfolio management, and consulting services. Ameesh is committed to helping clients reach their financial goals and providing them with the guidance they need to make informed financial decisions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
OH
11/14/2024 - Present
LPL Enterprise, LLC (CINCINNATI OH)
BOTH
Issued 11/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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