Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Athishay? Claim Your ProfileAthishay Gangadharan is an investment advisor representative with Kestra Private Wealth Services, LLC. Athishay has been in the financial services industry since 2008. Athishay is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Athishay is also registered in several states including California, Florida, Illinois, Michigan, New Jersey, New York, North Carolina, Pennsylvania, Texas, Washington, and Wyoming. Athishay has experience in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Athishay has been working for Kestra Investment Services LLC and Kestra Private Wealth Services, LLC since 2021. Athishay previously worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and FIFTH THIRD SECURITIES, INC. Athishay holds the Series 66, Series 7 and SIE 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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
NJ
08/12/2021 - Present
Kestra Private Wealth Services, LLC (Montclair NJ)
NJ
07/03/2012 - 07/14/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HACKENSACK NJ)
FL
03/16/2009 - 06/14/2012
FIFTH THIRD SECURITIES, INC. (TAMPA FL)
FL
07/16/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
BOTH
Issued 08/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Athishay Gangadharan is the right advisor for you? Invested Better is here to help.
