Unclaimed
Amitrajya Saraogi is a financial advisor with Cetera Investment Advisers LLC. Amitrajya has been in the industry since September 13, 2004, and has a wide range of experience working with clients. Amitrajya holds several licenses and registrations, including Series 7, 24 and 66. Amitrajya has been registered with Cetera Investment Advisers LLC since March 2024 and previously worked with Cetera Advisors LLC. Amitrajya is also the owner and manager of Banyan Wealth Management LLC, a financial services firm, and is an insurance agent.
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.
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
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (DENVER CO)
CO
12/11/2006 - 02/02/2009
MULTI-FINANCIAL SECURITIES CORPORATION (DENVER CO)
MN
07/24/2003 - 11/16/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/24/2003 - 11/16/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 4/1/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amitrajya Saraogi is the right advisor for you? Invested Better is here to help.