Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kusum? Claim Your ProfileKusum Ramchandani is a financial advisor registered with LPL Financial LLC. Kusum is a financial advisor with over 17 years of experience in the industry. Kusum has been associated with LPL Financial LLC since October 2011, and previously worked with UVEST FINANCIAL SERVICES GROUP, INC. and WEBSTER INVESTMENT SERVICES, INC.. Kusum has a Series 6, Series 7, Series 63 and Series 65 license and is also a Chartered Financial Consultant. Kusum is registered in 24 states and specializes in various financial services including portfolio management, financial planning, pension consulting, selection of other advisors and educational seminars.
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
CT
10/11/2011 - Present
LPL Financial LLC (WALLINGFORD CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MILFORD CT)
CT
02/14/2006 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (WATERBURY CT)
IA
Issued 10/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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