Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pranali? Claim Your ProfilePranali Fortini is a financial advisor at Burt Wealth Advisors in North Bethesda, Maryland. Pranali has over 10 years of experience in the financial services industry. Pranali is a Certified Financial Planner™ professional and holds the Series 66, Series 7 and SIE licenses. Pranali specializes in providing financial planning and portfolio management services to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
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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MD
07/25/2024 - Present
Burt Wealth Advisors (NORTH BETHESDA MD)
MD
02/14/2022 - 04/07/2022
MML INVESTORS SERVICES, LLC (Bethesda MD)
MD
11/14/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BETHESDA MD)
MD
04/02/2015 - 11/18/2016
CITIGROUP GLOBAL MARKETS INC. (POTOMAC MD)
BOTH
Issued 05/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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