Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarat? Claim Your ProfileSarat Sethi is a financial advisor associated with Douglas C. Lane & Associates. Sarat has been in the industry since 1997, working in the financial services industry. Sarat has held past roles at J.P. Morgan Securities Inc. and has professional designations of Chartered Financial Analyst and Chartered Investment Counselor. The advisor currently works with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. The advisor primarily focuses on providing financial planning, portfolio management for businesses, and portfolio management for individuals. Sarat is registered in New York and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, and insurance solutions
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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NY
02/17/2016 - Present
Douglas C. Lane & Associates (NEW YORK NY)
NY
10/09/1997 - 12/17/1998
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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