Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meenakshi? Claim Your ProfileMeenakshi Mahajan is a financial advisor at LPL Financial LLC. Meenakshi has been in the financial services industry since 2009. Meenakshi is Series 6, Series 63, and Series 6TO licensed. Meenakshi has a background in investment company products and variable contracts. She has also worked at BMO Harris Financial Advisors, Inc. LPL Financial LLC is a registered investment advisor with more than $50 billion in assets under management. The firm provides a variety of financial services, including financial planning, portfolio management, 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.
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2
IL
04/18/2024 - Present
LPL Financial LLC (NORTHBROOK IL)
IL
06/17/2009 - 01/04/2012
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
BC
Issued 05/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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