Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pragati? Claim Your ProfilePragati Gautam sharma is a financial advisor with over 35 years of experience in the industry. Pragati is a Certified Financial Planner® professional who is licensed in 18 states and provides financial advice to individuals, families, and businesses. Pragati has worked for several firms over the years, including Investcorp, Inc. and Securities America, Inc. Currently, Pragati works for Osaic Wealth, Inc.
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.
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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NC
06/14/2024 - Present
Osaic Wealth, Inc. (FAYETTVILLE NC)
NC
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (FAYETTVILLE NC)
NC
12/10/1993 - 07/17/2020
INVESTACORP, INC. (FAYETTVILLE NC)
NJ
10/13/1988 - 12/31/1993
CREATIVE TAX PLANNERS, INC. (LOGAN TOWNSHIP NJ)
BC
Issued 02/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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