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Megha Shrimal Lodha

Nylife Distributors LLC

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About Megha Shrimal Lodha

Megha Shrimal Lodha is a financial advisor who works with Nylife Distributors LLC in El Segundo, CA. Megha has been in the industry since 2013. She holds a Series 6, 7, and 63 license. Megha works with a wide range of clients.

Firm Information

Megha Lodha is currently registered with Nylife Distributors LLC. Nylife Distributors LLC is a Limited Liability Company that was formed in October 2003. The company is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

300

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Megha Lodha’s Registration & Firm History

CA

08/27/2018 - Present

Nylife Distributors LLC (El Segundo CA)

CA

08/03/2016 - 06/11/2018

LEGG MASON INVESTOR SERVICES, LLC (PASADENA CA)

NY

09/14/2011 - 11/20/2014

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megha Shrimal Lodha.
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