Unclaimed
Pradeep Harsh Sukhani is a financial advisor who has been in the industry since 2012. Pradeep is currently registered with LPL Financial LLC in Plymouth, MN. Pradeep holds several licenses including Series 66, Series 7, and Series 56. Pradeep has previously been employed by Waddell & Reed and WTS Proprietary Trading Group LLC. Pradeep is also a licensed insurance agent. Pradeep provides a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
1
2
MN
07/21/2021 - Present
LPL Financial LLC (PLYMOUTH MN)
MN
02/04/2013 - 07/21/2021
WADDELL & REED (PLYMOUTH MN)
NY
04/06/2012 - 11/05/2012
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
BOTH
Issued 03/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2012
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
Not sure Pradeep Sukhani is the right advisor for you? Invested Better is here to help.