Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neetu? Claim Your ProfileNeetu Khiantani is a financial advisor with Cetera Investment Advisers LLC, located in Houston, TX. Neetu has over 13 years of experience in the financial services industry. Neetu is a Certified Financial Planner™ professional. Neetu has been registered with FINRA since 2000 and has held previous registrations with J.P. Morgan Securities LLC, Hancock Whitney Investment Services Inc., Credit Suisse Securities (USA) LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Neetu is licensed to provide financial advice in Texas. Neetu's primary focus is on providing financial planning and portfolio management services to individuals, families, and businesses.
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.
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
TX
06/21/2023 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
10/30/2020 - 06/19/2023
J.P. MORGAN SECURITIES LLC (Houston TX)
TX
11/14/2018 - 11/09/2020
HANCOCK WHITNEY INVESTMENT SERVICES INC. (HOUSTON TX)
NY
09/29/2009 - 12/18/2009
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
05/09/2000 - 03/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/5/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 3/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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