Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Priya? Claim Your ProfilePriya Surendar Malani is a financial advisor with Stash Wealth, LLC. Priya has been working in the financial services industry since 2005. Priya is registered as an investment advisor in several states including Illinois, New Jersey, New York, North Carolina, Pennsylvania, Texas and Virginia. Priya holds the Series 65, Series 66, and Series 7 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Non-investment advisory related referral fees
1
2
NY
09/13/2018 - Present
Stash Wealth, LLC (NEW YORK NY)
NY
05/02/2005 - 10/27/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Priya Malani is the right advisor for you? Invested Better is here to help.
