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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Satchi? Claim Your ProfileSatchi Prasad is a financial advisor with LPL Financial LLC. Satchi has been in the industry since 1993 and holds several licenses and registrations, including Series 63 and Series 65. Satchi is a registered representative in Florida, Georgia, Massachusetts, New Jersey, and New York and is also an investment advisor representative in New Jersey and New York. Satchi provides financial planning, consulting, and portfolio management for individuals and businesses. Satchi also offers educational seminars and selects other advisors for their clients. Satchi has experience working with a variety of clients, including individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
LPL Financial LLC (BROOKLYN NY)
NY
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)
NY
11/30/1993 - 05/29/2007
CITICORP INVESTMENT SERVICES (BROOKLYN NY)
IA
Issued 12/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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