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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neetu? Claim Your ProfileNeetu Kohli is an investment advisor representative with Northwest Financial Advisors LLC, a firm based in Herndon, Virginia. Neetu has been working in the financial services industry since 2008 and holds a Series 6, 7, 10, 24, 63, and 65 licenses. Neetu has experience working with clients of all types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Neetu provides a range of financial services, including financial planning, portfolio management, and investment advisory services. Neetu is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
06/17/2021 - Present
Northwest Financial Advisors LLC (HERNDON VA)
DC
05/29/2019 - 06/02/2021
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
MD
05/16/2018 - 03/18/2019
CHARLES SCHWAB & CO., INC. (BETHESDA MD)
VA
05/16/2017 - 05/16/2018
UNITED BROKERAGE SERVICES, INC (FALLS CHURCH VA)
VA
06/16/2008 - 05/01/2017
PNC INVESTMENTS (VIENNA VA)
NY
11/02/2007 - 03/26/2008
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
IA
Issued 04/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/19/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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