Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Riddhi? Claim Your ProfileRiddhi K Agarwal is a financial advisor registered in North Carolina with Credit Union Investment Services. Riddhi has been in the financial industry for over 10 years and has experience working with clients from various backgrounds. Riddhi specializes in financial planning, portfolio management for individuals and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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NC
04/16/2024 - Present
Credit Union Investment Services (Greensboro NC)
NC
12/02/2022 - 06/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
BOTH
Issued 02/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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