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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nayan? Claim Your ProfileNayan Prafulchandra Lapsiwala is a financial advisor with Aspiriant, LLC. Nayan has been in the industry since 2007, and has a Series 7, Series 63 and SIE licenses. Nayan specializes in financial planning, portfolio management, and retirement planning. Nayan has experience working with individuals, businesses, and institutions. Nayan is committed to helping clients achieve their financial goals. Nayan previously worked at Stanford Investment Group, Inc. where they were registered from 2008 to 2016. Nayan is a Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
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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2
CA
02/01/2017 - Present
Aspiriant, LLC (Mountain View CA)
CA
07/03/2008 - 01/08/2016
STANFORD INVESTMENT GROUP, INC. (MOUNTAIN VIEW CA)
BC
Issued 08/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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