Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shoumya? Claim Your ProfileShoumya Brata Saha is an Investment Adviser Representative registered in Michigan and Texas. Shoumya has been in the financial industry since 2007 and currently works for Asset Allocation Strategies, LLC. Shoumya is registered to provide financial advice to high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Asset Allocation Strategies, LLC, provides a variety of financial advisory services, including financial planning, educational seminars, selection of other advisors, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
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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MI
03/05/2024 - Present
Asset Allocation Strategies, LLC (FARMINGTON MI)
MI
09/07/2007 - 02/04/2022
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
IA
Issued 01/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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