Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nidhi? Claim Your ProfileNidhi Talati is a financial advisor with over 20 years of experience in the industry. Nidhi is a CERTIFIED FINANCIAL PLANNER™ professional. Nidhi is currently registered with First Command Advisory Services and is also a registered representative with FINRA. Nidhi has previously worked for PFS INVESTMENTS INC. where she was registered as a broker-dealer and investment advisor representative. Nidhi primarily works with individuals and high-net-worth clients. She also works with charitable organizations, pension plans, and corporations. First Command Advisory Services manages over $22 billion in assets and serves over 110,000 clients. Nidhi's primary focus is on providing financial planning and portfolio management services.
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.
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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TX
04/26/2017 - Present
First Command Advisory Services (FORT WORTH TX)
TX
07/25/2000 - 04/25/2017
PFS INVESTMENTS INC. (FORT WORTH TX)
IA
Issued 12/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 08/30/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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