Unclaimed
Anand Singh is a financial advisor with over 39 years of experience in the financial services industry. Anand is currently registered with Cetera Investment Advisers LLC, a firm with over 16,000 clients and over $104 billion in assets under management. Anand has a broad range of experience in the industry, having worked with various firms over the years. Anand holds a Series 7, Series 63, and SIE license. Anand provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (SUFFERN NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SUFFERN NY)
NY
09/04/1998 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
09/13/1994 - 09/11/1998
AMERIPROP, INC. (MELVILLE NY)
NY
07/05/1996 - 08/12/1997
PRINCETON EQUITY SECURITIES, INC. (NEW YORK NY)
AZ
11/19/1989 - 04/22/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
SC
12/16/1989 - 05/16/1991
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
01/15/1987 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
02/09/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/07/1983 - 02/18/1987
FIRST ATLANTIC INVESTMENT CORP.
NA
01/22/1986 - 01/15/1987
RADFORD CAPITAL CORPORATION
NA
05/09/1983 - 01/08/1986
LOWRY FINANCIAL SERVICES CORPORATION
NA
06/19/1983 - 07/08/1983
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 05/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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