Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ankit? Claim Your ProfileAnkit Palan is a financial advisor with Cross Financial Advisors. Ankit is a registered Investment Advisor in California and Oregon. Ankit Palan has been in the financial services industry since 2015. He has experience in providing financial planning and portfolio management for individuals and businesses. Ankit Palan is a registered representative of LPL Financial LLC.
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.
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.
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2
OR
11/27/2017 - Present
Cross Financial Advisors (BEAVERTON OR)
OR
08/04/2015 - 08/17/2017
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
IA
Issued 11/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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