Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rishi? Claim Your ProfileRishi Ghosh is an investment advisor representative associated with Wheelhouse Advisory Group, LLC, an investment advisor registered with the state of Missouri. Rishi holds a Series 65 license and has been in the industry since January 2013. Rishi has a long history of providing financial advice, including portfolio management for individuals and financial planning services. Rishi has experience advising both high-net-worth individuals and individual clients. Rishi has provided financial services in the state of Missouri for over 8 years.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
On occasion, negotiated flat quarterly fee
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2
MO
04/01/2021 - Present
Wheelhouse Advisory Group, LLC (ST. LOUIS MO)
IA
Issued 05/29/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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