Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nandan? Claim Your ProfileNandan Jagdish Shah is a registered investment advisor representative with Arete Wealth Advisors, LLC and Cura Wealth Advisors, LLC. Nandan has been in the financial services industry for over 20 years. Nandan holds a Series 7, 63 and 66 licenses and is registered in Illinois, Florida, and Texas. In addition to investment advisory services, Nandan also provides financial planning and pension consulting services. Nandan has a strong track record of success and is committed to helping clients achieve their financial goals.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
09/24/2021 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
IL
03/05/2019 - 08/20/2019
LPL FINANCIAL LLC (CHICAGO IL)
IL
10/06/1997 - 08/11/1998
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
BOTH
Issued 03/29/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Nandan Shah is the right advisor for you? Invested Better is here to help.
