Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nikhil? Claim Your ProfileNikhil Agharkar is an Investment Advisor Representative at Shorehaven Wealth Partners, LLC. Nikhil has been in the financial services industry for over 12 years and holds the Series 65 license. Nikhil's background includes experience in the legal profession and as a licensed insurance agent. Nikhil is passionate about helping individuals and families achieve their financial goals. Nikhil specializes in providing financial planning, portfolio management, and selection of other advisors. Nikhil's focus is to provide personalized and comprehensive financial advice to clients. Nikhil works with a variety of clients including high net worth individuals, families, and corporations.
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.
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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NJ
03/06/2024 - Present
Shorehaven Wealth Partners, LLC (RED BANK NJ)
IA
Issued 11/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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