Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debojyoti? Claim Your ProfileDebojyoti Ganguly is a registered representative at Charles Schwab & CO., Inc. Debojyoti is also a registered representative at Charles Schwab & CO., Inc. Previous experience includes UBS ASSET MANAGEMENT (US) INC.. Debojyoti has 2 product exams passed, including the Series 99TO and the SIE exam. Debojyoti is based in Frisco, CO.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
05/31/2022 - Present
Charles Schwab & CO., Inc. (Frisco CO)
IL
10/16/2020 - 04/25/2022
UBS ASSET MANAGEMENT (US) INC. (CHICAGO IL)
BC
Issued 10/16/2020
Series 99TO - Operations Professional Examination
BC
Issued 09/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Debojyoti Ganguly is the right advisor for you? Invested Better is here to help.
