Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madhusnigdha? Claim Your ProfileMadhusnigdha Sahoo is a financial advisor registered with Raymond James & Associates, Inc. Madhusnigdha has over 8 years of experience in the financial services industry. Madhusnigdha has a Series 7 and Series 63 license and holds the SIE designation. Madhusnigdha has worked for a variety of firms including OSAIC WEALTH, INC., SECURITIES AMERICA, INC., TRIAD ADVISORS LLC, and WOODBURY FINANCIAL SERVICES, INC. Madhusnigdha is currently located in ST. PETERSBURG, FL.
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.
Please see note in schedule d - miscellaneous
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
FL
07/23/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
AZ
05/07/2021 - 03/15/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
NE
05/07/2021 - 03/15/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
05/07/2021 - 03/15/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
05/07/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/07/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/07/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
09/21/2017 - 07/15/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
09/12/2016 - 03/31/2017
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 09/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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