Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devendra? Claim Your ProfileDevendra Shastri is a registered representative with UBS Financial Services Inc. Devendra has been in the financial services industry since April 5, 2024. Devendra is licensed in the state of New Jersey and has passed the Series 99TO and SIE exams. Devendra specializes in a variety of financial services, including investment advisory services, portfolio management for individuals and businesses, educational seminars and selection of other advisors. UBS Financial Services Inc. is a full-service financial services firm with a strong focus on providing a personalized and comprehensive approach to financial planning. The firm has offices across the United States and provides a wide range of financial products and services to individuals, families, and businesses. Devendra is committed to providing his clients with the highest level of service and expertise.
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.
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.
See schedule d - miscellaneous
1
2
NJ
04/06/2024 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
BC
Issued 04/05/2024
Series 99TO - Operations Professional Examination
BC
Issued 04/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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