Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roshan? Claim Your ProfileRoshan Kiridena is a financial advisor with Northwestern Mutual Investment Services, LLC based in NEW YORK, NY. Roshan is licensed to provide investment advice in District of Columbia, Maryland, New Jersey, New York, and Texas. Roshan is a registered representative and investment advisor representative. Roshan's areas of expertise include investment research, referrals to other advisers, and financial planning.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
12/14/2023 - Present
Northwestern Mutual Investment Services, LLC (NEW YORK NY)
BOTH
Issued 09/01/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Roshan Kiridena is the right advisor for you? Invested Better is here to help.
