Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bella? Claim Your ProfileBella T. Kaashyap is a financial professional with a background in the securities industry. Bella has been active in the industry since 2015. Bella is a registered representative with Santander Securities LLC. Bella holds the Series 6 and Series 63 licenses. Bella has experience with several investment products and services, including variable contracts, mutual funds, and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
05/07/2015 - Present
Santander Securities LLC (Easton PA)
BC
Issued 04/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bella Kaashyap is the right advisor for you? Invested Better is here to help.
