Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Birju? Claim Your ProfileBirju R. Munshi is a financial professional with over 10 years of experience in the financial services industry. Birju is currently registered as an Investment Advisor Representative with Choreo, LLC, which is based in Rockford, Illinois. Choreo, LLC is an independent investment advisory firm that provides financial advisory services to individuals, families, corporations, and institutions. Prior to joining Choreo, LLC, Birju has held positions with several other financial firms including Securities America, Inc., National Planning Corporation, and Sanders Morris Harris Inc. Birju has a strong track record of success in providing financial advice and helping clients achieve their financial goals. Birju holds the Series 7, Series 66, and SIE securities licenses. Birju is committed to providing clients with personalized financial advice and strategies to help them meet their unique needs.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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
IL
05/02/2019 - Present
Choreo, LLC (ROCKFORD IL)
IL
10/27/2017 - 01/02/2018
SECURITIES AMERICA, INC. (RIVERWOODS IL)
IL
06/19/2015 - 11/01/2017
NATIONAL PLANNING CORPORATION (RIVERWOODS IL)
IL
04/10/2012 - 05/19/2014
SANDERS MORRIS HARRIS INC. (OAK BROOK IL)
BOTH
Issued 10/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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