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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisha? Claim Your ProfileElisha Danielle Agarwal is a financial advisor who is licensed to offer investment advice in Virginia. Elisha is currently employed by Osaic FA, Inc., and was previously with HORNOR, TOWNSEND & KENT, INC.. Elisha has been in the financial services industry since October 2014 and holds licenses to offer investment advice for both individuals and businesses.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
VA
08/13/2015 - Present
Osaic FA, Inc. (VIRGINIA BEACH VA)
VA
09/19/2014 - 07/16/2015
HORNOR, TOWNSEND & KENT, INC. (VIRGINIA BEACH VA)
IA
Issued 03/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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