Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Atul? Claim Your ProfileAtul Shrimankar is a financial advisor with Cetera Investment Advisers LLC in Grapevine, Texas. Atul has been in the industry since 1997 and has a strong background in financial planning and investment management. Atul holds Series 6, 7, and 66 licenses and is registered to offer financial services in 10 states. Atul also owns a CPA/Tax practice, a commercial property and several rental properties in the Dallas-Fort Worth area.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (GRAPEVINE TX)
TX
11/08/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GRAPEVINE TX)
TX
12/03/2010 - 11/12/2012
PARK AVENUE SECURITIES LLC (EULESS TX)
TX
11/05/2001 - 08/25/2010
MML INVESTORS SERVICES, INC. (EULESS TX)
GA
07/16/1997 - 11/09/2001
PFS INVESTMENTS INC. (DULUTH GA)
TX
06/03/1997 - 06/20/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 12/9/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 4/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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