Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debashis? Claim Your ProfileDebashis Chowdhury is a registered Investment Advisor Representative with Canterbury Consulting Inc. Debashis has over 20 years of experience in the financial services industry. Debashis is a Series 7 and 66 licensed investment professional. Debashis has a strong track record of providing investment advice to a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Debashis is committed to providing his clients with personalized financial planning and investment management services.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/06/2019 - Present
Canterbury Consulting Inc. (NEWPORT BEACH CA)
CA
01/07/2002 - 10/24/2013
CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)
MN
12/03/1998 - 10/24/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/03/1998 - 10/24/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/31/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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