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 an investment advisor representative with Cetera Investment Advisers LLC. Atul has been in the financial services industry since 1997. Atul has experience with various firms and worked as a financial advisor for VOYA FINANCIAL ADVISORS, INC. and PARK AVENUE SECURITIES LLC. Atul holds Series 6, 7, 63, and 66 securities licenses. Atul provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.
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 12/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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