Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preetika? Claim Your ProfilePreetika Pande is an Investment Advisor Representative at Destination Wealth Management. Preetika is a CERTIFIED FINANCIAL PLANNER™ professional. Preetika has been working in the financial services industry since 2015 and has experience in various financial services roles. Preetika works with individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Preetika is licensed to provide investment advice in California.
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.
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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CA
02/27/2020 - Present
Destination Wealth Management (WALNUT CREEK CA)
IA
Issued 07/11/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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