Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rashi? Claim Your ProfileRashi Poddar is a financial advisor at Creative Planning. Rashi has been in the industry for over five years and has a Series 7, Series 63, and SIE license. Rashi specializes in financial planning, portfolio management, and pension consulting. Rashi is also a Certified Financial Planner and a Chartered Financial Analyst. Rashi has a proven track record of helping individuals and families achieve their financial goals. Rashi's expertise includes helping clients with retirement planning, college savings, and estate planning. Rashi is committed to providing her clients with personalized financial advice and guidance. Rashi also has experience working with businesses, helping them with retirement planning, employee benefits, and other financial needs.
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.
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.
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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KS
05/24/2023 - Present
Creative Planning (OVERLAND PARK KS)
TX
02/16/2018 - 06/05/2023
NYLIFE SECURITIES LLC (FRISCO TX)
BC
Issued 07/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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