Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Prateek? Claim Your ProfilePrateek Mehrotra is a financial advisor with over 20 years of experience. Prateek is a Chartered Financial Analyst and holds the Series 65 license. Prateek currently works as the Chief Investment Officer of Endowment Wealth Management, Inc. and ETF Model Solutions, LLC. Prateek has specialized in providing investment advice and portfolio management services to individuals, high-net-worth individuals, and pooled investment vehicles. Prateek has a strong track record of providing sound financial advice to clients.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting 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.
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.
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WI
03/13/2013 - Present
Endowment Wealth Management, Inc. (APPLETON WI)
IA
Issued 01/27/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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