Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Kharwadkar is a financial advisor with Edward Jones in ST LOUIS, MO. Anita has been in the industry since August 2004 and has experience with various financial services firms, including Foreside Fund Services, LLC, Morningstar Investment Services LLC, Invesco Distributors, Inc., Morgan Stanley, and Citigroup Global Markets Inc. Anita holds the Series 7, 66, and SIE licenses. Anita specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses.
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.
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.
See schedule d - miscellaneous
1
2
MO
11/15/2022 - Present
Edward Jones (ST LOUIS MO)
IL
11/08/2019 - 11/02/2022
FORESIDE FUND SERVICES, LLC (Wheaton IL)
IL
07/10/2019 - 10/30/2019
MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)
IL
11/16/2018 - 05/28/2019
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
NY
06/01/2009 - 11/01/2018
MORGAN STANLEY (PURCHASE NY)
NY
06/10/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 11/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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