Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neerja? Claim Your ProfileNeerja Jandial Chaudhry is a financial advisor with Ameriprise Financial Services, LLC. She has been working in the financial services industry since April 1993. Neerja is registered in Florida and Ohio. She is a Certified Financial Planner. She specializes in providing financial advice to individuals and businesses. Neerja has experience in a variety of financial planning areas, including asset allocation, portfolio management, and retirement planning.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
OH
10/27/2008 - Present
Ameriprise Financial Services, LLC (MIAMISBURG OH)
OH
10/01/2008 - 10/27/2008
J.P.MORGAN SECURITIES INC. (DAYTON OH)
OH
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (DAYTON OH)
OH
04/28/1993 - 07/01/2006
BANC ONE SECURITIES CORPORATION (DAYTON OH)
BOTH
Issued 04/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Neerja Chaudhry is the right advisor for you? Invested Better is here to help.
