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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chitman? Claim Your ProfileChitman Uppal is a financial advisor currently registered with Voya Financial Advisors, Inc. Chitman has been in the financial industry since 2019. Chitman has a diverse background in the financial industry, with previous employment at firms like FIN2, DriveLoyalty, and FTX Capital Markets LLC. Chitman is also a CFA charter holder and has authored the book, "Rich Grandpa, Rich". Chitman is passionate about helping individuals and businesses reach their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
09/06/2024 - Present
Voya Financial Advisors, Inc. (Columbus OH)
NY
11/21/2022 - 04/20/2023
FIN2 (NEW YORK NY)
NY
08/15/2022 - 03/13/2023
DRIVELOYALTY (NEW YORK NY)
NY
01/20/2022 - 12/31/2022
FTX CAPITAL MARKETS LLC (New York NY)
NY
11/03/2021 - 12/31/2022
XTON FINANCIAL (NEW YORK NY)
NJ
03/16/2022 - 09/23/2022
BW NETWORK SECURITIES, LLC (BRIDGEWATER NJ)
NY
04/30/2021 - 09/21/2021
LIQUIDLY IAS, LLC (NEW YORK NY)
NA
02/05/2019 - 07/06/2020
VOLEO USA, INC (VANCOUVER, BRITISH COLUMBIA )
NA
01/29/2018 - 09/21/2018
SETTER CAPITAL INC. (TORONTO, ONTARIO )
BOTH
Issued 06/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2019
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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