Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohit? Claim Your ProfileMohit Nigam is a financial advisor with LPL Financial LLC and has been in the industry since September 30, 2015. Mohit is licensed in South Carolina as both a registered representative (Series 7 and Series 63) and an investment advisor representative (Series 65). Mohit specializes in working with individuals, families, and businesses to help them achieve their financial goals. He is committed to providing personalized financial advice and guidance to his clients. Mohit's clients have access to the wide range of financial products and services offered by LPL Financial LLC. In addition to his work as a financial advisor, Mohit is also an active member of his community.
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
SC
09/25/2016 - Present
LPL Financial LLC (FORT MILL SC)
IA
Issued 08/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mohit Nigam is the right advisor for you? Invested Better is here to help.
