Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shital? Claim Your ProfileShital Rawal is a financial advisor at Osaic Wealth, Inc. Shital has over 20 years of experience in the financial services industry and has a strong track record of providing financial advice to individuals, families, and businesses. Shital holds the Series 6, Series 63, and SIE licenses. Prior to joining Osaic Wealth, Inc., Shital worked at Securities America, Inc., PRUCO Securities, LLC., KEY INVESTMENT SERVICES LLC, PNC INVESTMENTS, NATCITY INVESTMENTS, INC., NATIONAL PLANNING CORPORATION, and FIFTH THIRD SECURITIES, INC.. Shital is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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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2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (WORTHINGTON OH)
OH
08/24/2023 - 06/14/2024
SECURITIES AMERICA, INC. (WORTHINGTON OH)
OH
05/15/2023 - 07/14/2023
PRUCO SECURITIES, LLC. (COLUMBUS OH)
OH
06/06/2017 - 05/25/2023
SECURITIES AMERICA, INC. (WORTHINGTON OH)
OH
08/31/2012 - 03/03/2017
KEY INVESTMENT SERVICES LLC (DUBLIN OH)
OH
11/13/2009 - 08/29/2012
PNC INVESTMENTS (HILLIARD OH)
OH
11/02/2004 - 11/13/2009
NATCITY INVESTMENTS, INC. (COLUMBUS OH)
CA
08/08/2003 - 10/08/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
OH
03/19/2002 - 06/17/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BC
Issued 12/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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