Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pankaj? Claim Your ProfilePankaj Udeshi is a financial professional with over 30 years of experience in the industry. Pankaj has held positions with several firms including Cambridge Legacy Securities L.L.C., Andrew Garrett Inc., Chicago Investment Group, LLC, MML Investors Services, Inc., Dominion Capital Corporation, MONY Securities Corp., Fidelity Equity Services Corporation, Ameritas Investment Corp., and PRUCO Securities Corporation. Pankaj currently works for LPL Financial LLC in Irving, Texas. Pankaj is registered with the state of Texas to provide both Broker-Dealer and Investment Advisory services. Pankaj holds Series 6, 7, 63, and 65 securities licenses as well as the SIE exam.
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
TX
06/04/2021 - Present
LPL Financial LLC (IRVING TX)
TX
12/26/2008 - 06/02/2021
PARK AVENUE SECURITIES LLC (ADDISON TX)
TX
09/10/2008 - 12/23/2008
PARK AVENUE SECURITIES LLC (DALLAS TX)
TX
02/27/2006 - 07/11/2007
CAMBRIDGE LEGACY SECURITIES L.L.C. (DALLAS TX)
NY
06/21/2004 - 02/28/2006
ANDREW GARRETT INC. (NEW YORK NY)
IL
01/03/2003 - 06/21/2004
CHICAGO INVESTMENT GROUP, LLC (CHICAGO IL)
MA
05/07/1998 - 10/29/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
TX
08/11/1997 - 10/14/1997
DOMINION CAPITAL CORPORATION (DALLAS TX)
NY
12/22/1993 - 07/15/1997
MONY SECURITIES CORP. (NEW YORK NY)
NA
01/23/1992 - 01/31/1994
FIDELITY EQUITY SERVICES CORPORATION
NE
07/21/1987 - 01/24/1992
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NA
03/11/1987 - 06/08/1987
PRUCO SECURITIES CORPORATION
IA
Issued 06/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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