Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aneri? Claim Your ProfileAneri Jambusaria is a registered representative with LPL Financial LLC in SAN DIEGO, CA. Aneri has been in the industry since 2022 and is licensed to offer various investment products and services. Aneri holds Series 7, 99TO, and 24 licenses and has experience in financial planning, portfolio management for individuals and businesses, and consulting. LPL Financial LLC is a leading independent broker-dealer and investment advisor, with over $50 billion in assets under management.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/23/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
BC
Issued 01/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/22/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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