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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shreya? Claim Your ProfileShreya Tiwari is a financial advisor with Cetera Investment Advisers LLC. Shreya has over 12 years of experience in the financial services industry. Shreya is registered with the state of Maryland as both a Registered Investment Advisor and a Registered Representative. Shreya holds Series 6, 7, 63 and 65 licenses. Shreya provides financial planning services to individuals, businesses, and retirement plans. Shreya is also a Registered Representative with Cetera Investment Services LLC.
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
MD
05/30/2024 - Present
Cetera Investment Advisers LLC (BALTIMORE MD)
MD
10/16/2012 - 12/07/2022
WELLS FARGO CLEARING SERVICES, LLC (CATONSVILLE MD)
CT
02/15/2008 - 06/07/2011
CHASE INVESTMENT SERVICES CORP. (GREENWICH CT)
IA
Issued 11/5/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 2/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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