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Chirag S Surti

Cniv Financial Planning LLC

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About Chirag S Surti

Chirag Surti is an investment advisor representative registered with the state of New Jersey. Chirag Surti is affiliated with Cniv Financial Planning LLC. Chirag Surti has a Series 65 license. Chirag Surti holds the designation of PhD. Chirag Surti is affiliated with Cniv Financial Planning LLC. Chirag Surti has been in the financial services industry since 07/2009. Chirag Surti provides hourly financial planning advice and educational seminars.

Firm Information

Chirag Surti is currently registered with Cniv Financial Planning LLC. Cniv Financial Planning LLC is a financial planning firm that offers a range of services, including hourly advice as needed, financial planning, and educational seminars. They serve individuals, corporations, and other businesses.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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hourly as needed advice

Hourly as needed advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Speaking fees

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Chirag Surti’s Registration & Firm History

NJ

11/17/2023 - Present

Cniv Financial Planning LLC (MARLBORO NJ)

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Licenses & Designations

IA

Issued 12/19/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chirag S Surti.
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