Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anuj? Claim Your ProfileAnuj Dave Grover is a financial advisor at Lake Street. Anuj has been in the financial industry for over 20 years, and has experience providing financial planning, portfolio management and pension consulting services. Anuj is registered to provide investment advice in Illinois. Anuj has held previous positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, InCapital Insurance Services, LLC, InCapital LLC, TNP Securities, LLC, Cohen & Steers Securities, LLC, and Van Kampen Funds Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Erisa section 3(21) co-fiduciary 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
IL
09/01/2021 - Present
Lake Street (CHICAGO IL)
IL
11/12/2013 - 08/25/2021
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
FL
10/19/2011 - 09/11/2013
INCAPITAL INSURANCE SERVICES, LLC (DELRAY BEACH FL)
FL
09/09/2010 - 09/11/2013
INCAPITAL LLC (DELRAY BEACH FL)
CA
11/10/2009 - 08/27/2010
TNP SECURITIES, LLC (COSTA MESA CA)
NY
05/09/2006 - 06/19/2009
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
IL
02/13/2001 - 04/28/2006
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
BOTH
Issued 12/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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