Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anindita? Claim Your ProfileAnindita Dhar is a financial advisor with over 25 years of experience in the financial services industry. Anindita is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 63, 65, and 7 licenses. She is registered to provide investment advice in Arizona, California, Connecticut, Florida, Maryland, Massachusetts, Michigan, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania and Virginia. Currently, Anindita is employed with Private Portfolio Partners, LLC in Holmdel, NJ. Anindita has previously been affiliated with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company and Morgan Stanley DW Inc. Anindita specializes in providing financial planning, portfolio management for businesses and individuals, as well as pension consulting. Anindita is also registered as a Registered Investment Advisor with the state of New Jersey.
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.
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.
Solicitation/referral and consulting 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.
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2
NJ
03/15/2016 - Present
Private Portfolio Partners, LLC (HOLMDEL NJ)
NJ
08/29/2005 - 01/09/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (EDISON NJ)
IN
08/29/2005 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
01/28/1997 - 08/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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