Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krishna? Claim Your ProfileKrishna Venkatesh Agnihotri is a registered representative with LPL Financial LLC in Orange, CA. Krishna has been in the securities industry since November 27, 2002. Krishna is licensed to sell securities in California, Idaho, Maryland, New Jersey, New York, Oklahoma, Texas, and Washington. Krishna has a Series 7, Series 66 and SIE license. Previously, Krishna worked at CROWN CAPITAL SECURITIES, L.P., FORESTERS EQUITY SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Krishna also has experience in insurance sales.
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.
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2
CA
04/17/2024 - Present
LPL Financial LLC (ORANGE CA)
CA
09/21/2018 - 04/17/2024
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
CA
10/14/2003 - 09/21/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MN
09/30/2002 - 08/15/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/30/2002 - 08/15/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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