Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Setu? Claim Your ProfileSetu Shubhang Mazumdar is a financial advisor currently working at Physician Wealth Solutions. Setu has been in the industry since September 2013. Setu is a Certified Financial Planner and holds a Series 65 license. Setu has a strong background in providing financial advice to high-net-worth individuals and other individuals. Setu specializes in providing financial planning and portfolio management for individuals and pensions. Setu is registered with the state of Nevada as an Investment Advisor Representative and with the state of Texas as an Investment Advisor Representative.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NV
02/06/2012 - Present
Physician Wealth Solutions (NORTH LAS VEGAS NV)
IA
Issued 07/17/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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