Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ankit? Claim Your ProfileAnkit Shah is a financial advisor with Mariner Wealth Advisors in Pleasanton, CA. Ankit has been working in the financial services industry since 2004. He has a Series 7, Series 66, and SIE license. Ankit is also a Certified Financial Planner. Prior to joining Mariner Wealth, Ankit was a financial advisor at COMMONWEALTH FINANCIAL NETWORK. Ankit specializes in providing financial planning, portfolio management, and family office services to a wide range of clients, including individuals, families, businesses, and institutions.
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.
Family office 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
CA
01/03/2022 - Present
Mariner Wealth (Pleasanton CA)
CA
08/12/2014 - 01/04/2022
COMMONWEALTH FINANCIAL NETWORK (Pleasanton CA)
CA
12/03/2012 - 08/15/2014
FINANCIAL TELESIS INC (PLEASANTON CA)
AL
10/06/2004 - 12/14/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTSVILLE AL)
BOTH
Issued 10/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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