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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parveen? Claim Your ProfileParveen Gupta is an Investment Advisor Representative with Mattern Capital Management, LLC. Parveen is registered with the state of Colorado and Texas. Parveen's registration number is 7710700. Parveen has a Series 65 license, and has been in the industry since November 2022. Parveen focuses on providing financial planning services to individuals, corporations and high-net-worth individuals. Parveen also provides investment advice to qualified plan participant directed clients, insurance companies and charitable organizations.
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.
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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CO
03/10/2024 - Present
Mattern Capital Management, LLC (LAKEWOOD CO)
IA
Issued 10/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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