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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashutosh? Claim Your ProfileAshutosh Sohoni is a financial advisor who has been in the industry for 16 years and is currently registered with Fisher Investments in Plano, Texas. Ashutosh is a Certified Financial Planner and has a wide range of experience, having previously worked for firms such as TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MML INVESTORS SERVICES, LLC, J.P. MORGAN SECURITIES LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and NYLIFE SECURITIES LLC. Ashutosh specializes in providing financial advice and portfolio management services to a variety of clients, including individuals, families, corporations, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/12/2022 - Present
Fisher Investments (PLANO TX)
TX
05/19/2022 - 08/10/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
11/24/2020 - 06/10/2021
MML INVESTORS SERVICES, LLC (Dallas TX)
TX
07/16/2020 - 08/28/2020
J.P. MORGAN SECURITIES LLC (Plano TX)
MI
02/11/2019 - 09/19/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
MI
02/17/2016 - 12/21/2018
NYLIFE SECURITIES LLC (Troy MI)
BC
Issued 06/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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