Unclaimed
Biswojit Rebeiro is a financial advisor with Northwest Financial Advisors LLC, an investment advisory firm headquartered in Herndon, VA. Biswojit specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Biswojit has been working in the financial services industry since 2019 and has a background in banking and credit unions. Biswojit is a registered representative with LPL Financial and is licensed to sell securities in Virginia.
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.
A percentage of the total value of assets under management is charged.
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2
VA
02/10/2025 - Present
Northwest Financial Advisors LLC (HERNDON VA)
MD
01/12/2023 - 02/22/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SILVER SPRING MD)
MD
02/19/2019 - 01/13/2022
WELLS FARGO CLEARING SERVICES, LLC (SILVER SPRING MD)
IA
Issued 03/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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