Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Poorvi? Claim Your ProfilePoorvi Parekh is a registered Investment Advisor Representative with Canterbury Consulting Inc. based in Newport Beach, CA. Poorvi has been with the firm since October 1996. Poorvi specializes in providing investment advice to high-net-worth individuals, charitable organizations, and pooled investment vehicles. Poorvi holds the Series 65 and Series 24 licenses. Poorvi is a Chartered Financial Analyst.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/27/2005 - Present
Canterbury Consulting Inc. (NEWPORT BEACH CA)
CA
08/17/2009 - 12/13/2013
CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)
IA
Issued 01/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Poorvi Parekh is the right advisor for you? Invested Better is here to help.
