Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anupama? Claim Your ProfileAnupama Narayanan Brookins is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Anupama has been in the financial services industry since August 2018. Anupama is licensed in 43 states and the Virgin Islands. Anupama is a Certified Financial Planner™ and has passed several industry exams, including the Series 6, Series 7TO, Series 63, and Series 65 exams. Anupama specializes in providing financial planning, portfolio management, and educational seminars to individuals and families, as well as businesses and retirement plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
SC
08/31/2022 - Present
Cambridge Investment Research Advisors, Inc. (Mt Pleasant SC)
BC
Issued 09/21/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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