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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nilima? Claim Your ProfileNilima Madan is a financial advisor at LPL Financial LLC, with over 20 years of experience in the industry. Nilima Madan has been registered with the firm since March 2010 and is currently registered as a Registered Representative in California and New York. She is also a Registered Investment Advisor in both California and New York. Nilima Madan provides a variety of financial services to her clients, including financial planning, portfolio management, and retirement planning. Her areas of expertise include financial planning, investment strategies, 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
LPL Financial LLC (PORT WASHINGTON NY)
NY
05/29/2007 - 03/01/2010
CITIGROUP GLOBAL MARKETS INC. (RIDGEWOOD NY)
NY
03/07/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (ROCKAWAY PARK NY)
IA
Issued 07/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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