Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Divyesh? Claim Your ProfileDivyesh Sharma is a financial advisor who has been working in the industry since 2016. Divyesh is currently registered with LPL Financial LLC and is located in Troy, Michigan. Divyesh has previous experience working with Securities America, Inc. and Northwestern Mutual Investment Services, LLC. Divyesh is a Series 6 and Series 63 licensed professional and holds a Series 65. Divyesh specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Divyesh also provides financial planning services to pension plans and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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
MI
01/06/2024 - Present
LPL Financial LLC (TROY MI)
MI
01/05/2017 - 12/09/2021
SECURITIES AMERICA, INC. (TROY MI)
MI
05/23/2016 - 12/21/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
IA
Issued 10/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Divyesh Sharma is the right advisor for you? Invested Better is here to help.
