Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preetika? Claim Your ProfilePreetika Srivastava is a financial professional with experience in the financial services industry. Preetika holds the Series 63, Series 6TO and SIE licenses. Preetika is currently registered with J.p. Morgan Securities LLC. Preetika was previously registered with WELLS FARGO CLEARING SERVICES, LLC. Preetika is licensed in Connecticut, New Jersey and New York. Preetika specializes in providing investment advice and financial planning services to a range of clients, including individuals, high-net-worth individuals, corporations, and other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CT
09/06/2024 - Present
J.p. Morgan Securities LLC (West Hartford CT)
CA
03/15/2024 - 08/23/2024
WELLS FARGO CLEARING SERVICES, LLC (DALY CITY CA)
BC
Issued 03/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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