Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ankit? Claim Your ProfileAnkit Sahu is a Registered Investment Advisor representative with Prosperity Financial Group, Inc. located in San Francisco, California. Ankit has been working in the financial industry since 2003 and has experience with various firms including UBS Financial Services Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Citigroup Global Markets Inc, Bear, Stearns & Co. Inc., Wedbush Morgan Securities Inc., and Equity Services, Inc. Ankit specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Ankit currently holds Series 7, Series 31, and Series 66 licenses.
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.
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.
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2
CA
07/27/2018 - Present
Prosperity Financial Group, Inc. (San Francisco CA)
CA
04/15/2011 - 06/01/2016
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
10/23/2009 - 04/18/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
08/15/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
09/07/2006 - 08/28/2008
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
CA
06/17/2004 - 09/11/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
NY
09/24/2003 - 06/10/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CA
08/01/2003 - 10/13/2003
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
VT
07/11/2003 - 08/06/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 07/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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