Unclaimed
Shikha Minocha is a registered representative with Navy Federal Investment Services, LLC. Shikha is a Series 99TO and SIE licensed individual and works at the Vienna, VA branch office. Shikha has been in the industry since 2023. Shikha works with individuals, high net worth individuals and other investment advisors and provides financial planning, educational seminars and selection of other advisors.
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.
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.
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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VA
05/20/2023 - Present
Navy Federal Investment Services, LLC (Vienna VA)
BC
Issued 05/20/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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