Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitanshu? Claim Your ProfileMitanshu Shah is a financial advisor associated with J.v.b. Financial Group, LLC. Mitanshu has been in the industry since June 2024 and is registered with FINRA and 53 state securities authorities. Mitanshu holds the Series 63, SIE and Series 79TO licenses. Mitanshu is currently based out of Menlo Park, California.
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.
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.
1
2
CA
06/03/2024 - Present
J.v.b. Financial Group, LLC (Menlo Park CA)
BC
Issued 05/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Mitanshu Shah is the right advisor for you? Invested Better is here to help.
