Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Namrata? Claim Your ProfileNamrata Shah is a financial advisor with over 13 years of experience in the financial services industry. Namrata currently works at Hightower Advisors, LLC where Namrata is registered as a Registered Representative in California and Texas. Prior to joining Hightower Advisors, Namrata was employed at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Fidelity Brokerage Services LLC. Namrata holds several industry licenses and certifications including the Series 7, Series 6, Series 63 and Series 66 licenses.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
09/25/2020 - Present
Hightower Advisors, LLC (Dallas TX)
TX
05/16/2008 - 08/18/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
02/01/2008 - 05/14/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 10/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Namrata Shah is the right advisor for you? Invested Better is here to help.
