Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monisha? Claim Your ProfileMonisha Leigh Potter is a financial advisor with over 19 years of experience in the industry. Monisha Leigh Potter is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services LLC. Monisha Leigh Potter has been registered with Kestra Advisory Services, LLC since June 2023. Previously, Monisha Leigh Potter was registered with Lincoln Investment from June 2012 to June 2023, Capital Analysts, Incorporated from August 2011 to June 2012, and First Investors Corporation from December 2004 to August 2011. Monisha Leigh Potter is a Certified Financial Planner™. Monisha Leigh Potter provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
06/07/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MA
06/01/2012 - 06/07/2023
LINCOLN INVESTMENT (WESTPORT MA)
MA
08/16/2011 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WESTPORT MA)
CT
12/14/2004 - 08/08/2011
FIRST INVESTORS CORPORATION (NORTH HAVEN CT)
BOTH
Issued 08/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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