Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Atul? Claim Your ProfileAtul Makharia is a registered representative with Centaurus Financial, Inc. Atul is also an investment advisor representative, holding licenses to provide these services in several states, including Florida, Georgia, and South Carolina. Atul has over 18 years of experience in the financial services industry, having previously worked at firms such as J.P. Turner & Company, L.L.C. and GunnAllen Financial, Inc. Atul provides financial planning and portfolio management services to individuals, corporations, and high-net-worth clients. Atul's clients have a wide range of needs, and Atul is committed to providing personalized solutions to help them reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
SC
04/29/2024 - Present
Centaurus Financial, Inc. (LEXINGTON SC)
SC
03/30/2010 - 06/15/2015
J.P. TURNER & COMPANY, L.L.C. (LEXINGTON SC)
SC
03/13/2008 - 03/29/2010
GUNNALLEN FINANCIAL, INC (LEXINGTON SC)
SC
12/21/2005 - 03/17/2008
FIRST ALLIED SECURITIES, INC. (LEXINGTON SC)
IA
Issued 11/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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