Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manish? Claim Your ProfileManish C Shah is a registered investment advisor in New Jersey. Manish is currently affiliated with Fortis Capital Advisors, LLC, and has been with the firm since April 2022. Previously, Manish was employed by WHITEWOOD GROUP, INC. Manish C Shah has passed the Series 63, Series 65, Series 7 and SIE exams. Manish specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
KS
05/17/2022 - Present
Fortis Capital Advisors, LLC (PRAIRIE VILLAGE KS)
NY
07/02/2014 - 04/29/2015
WHITEWOOD GROUP, INC (NEW YORK NY)
NJ
11/12/2010 - 07/02/2012
BHARGAVA CAPITAL (FRANKLIN LAKES NJ)
NY
06/06/2008 - 12/31/2008
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NY
10/20/2004 - 06/20/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/04/1999 - 04/05/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 12/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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