Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meeta? Claim Your ProfileMeeta Yadava is a financial advisor who has been in the industry since April 23, 2001. Meeta is currently registered with LPL Financial LLC, based in Chicago, Illinois. Previously, Meeta worked for BMO HARRIS FINANCIAL ADVISORS, INC. and FIFTH THIRD SECURITIES, INC. Meeta Yadava holds a Series 63, Series 66, Series 7 and Series 24 licenses and has earned the Certified Financial Planner designation.
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
IL
03/24/2021 - Present
LPL Financial LLC (CHICAGO IL)
IL
02/13/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (BARRINGTON IL)
IL
02/14/2008 - 07/30/2010
FIFTH THIRD SECURITIES, INC. (LAKE FOREST IL)
IL
06/21/2005 - 11/26/2007
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
NY
08/12/1999 - 06/29/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 02/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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