Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashish? Claim Your ProfileAshish Phansopkar is an investment advisor representative at Cambridge Investment Research Advisors, Inc. He has been in the industry since 2014 and has worked with a variety of firms. Ashish is registered in Arizona and holds Series 7, Series 66, and Series 24 licenses. He is a member of the RealAsset Advisor Advisor Board. Ashish specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, 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.
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
AZ
11/18/2021 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix AZ)
IA
01/11/2016 - 07/07/2017
AMERIPRISE FINANCIAL SERVICES, INC. (WATERLOO IA)
IL
10/08/2015 - 11/12/2015
INVEST FINANCIAL CORPORATION (MOLINE IL)
IA
05/19/2014 - 06/22/2015
LPL FINANCIAL LLC (CEDAR FALLS IA)
BOTH
Issued 09/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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