Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kishore? Claim Your ProfileKishore Shah is a financial advisor with over 30 years of experience in the financial services industry. Kishore is a registered representative with Lynx Investment Advisory, LLC and has a deep understanding of the financial markets and a commitment to providing personalized advice to help clients achieve their financial goals. Kishore also has experience with Securities America, Inc, Signator Investors, Inc., John Hancock Mutual Life Insurance Company, The Equitable Life Assurance Society of the United States, and EquiCo Securities, Inc. Kishore has earned the Chartered Financial Consultant designation.
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.
Personalized portfolio management to meet individual financial objectives.
Performance measurement, asset allocation
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.
1
2
VA
12/10/2021 - Present
Lynx Investment Advisory, LLC (Vienna VA)
VA
02/07/2000 - 12/14/2021
SECURITIES AMERICA, INC. (VIENNA VA)
MA
05/09/1990 - 02/09/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/09/1990 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
08/21/1987 - 04/17/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
08/12/1987 - 04/17/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NA
03/12/1982 - 08/26/1987
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 09/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/08/2022
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 12/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kishore Shah is the right advisor for you? Invested Better is here to help.
