Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roshan? Claim Your ProfileRoshan A Loungani is an investment advisor representative with Arete Wealth Advisors, LLC. Roshan has been in the industry for over 22 years and has experience in various areas of the financial industry, including financial planning, portfolio management and investment advice. Roshan is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 66, and SIE licenses. Roshan is also a registered investment advisor in several states, including the District of Columbia, Florida, Maryland, and Virginia.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
03/06/2008 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
MD
03/13/2006 - 01/18/2008
AMERIPRISE FINANCIAL SERVICES, INC. (GAITHERSBURG MD)
MD
01/09/2006 - 02/27/2006
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
MN
08/30/2000 - 01/12/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/30/2000 - 01/12/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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