Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Indudeep? Claim Your ProfileIndudeep Chhachhi is an Investment Advisor Representative registered with Cerity Partners LLC. Indudeep has been in the industry since January 2007 and has been working with Cerity Partners LLC since April 2023. Indudeep is a registered Investment Advisor in Kentucky. Indudeep is also an Associate Professor and Chair at Western Kentucky University, teaching finance and administering the department. Indudeep is also the Director/Faculty for TVA's Investment Challenge, supervising students as they manage an investment portfolio. Cerity Partners LLC is a registered investment advisor that provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
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.
Tax services; bill pay
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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KY
05/12/2023 - Present
Cerity Partners LLC (Bowling Green KY)
KY
01/22/2007 - 10/08/2012
NATIONAL PLANNING CORPORATION (BOWLING GREEN KY)
BOTH
Issued 12/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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