Unclaimed
Shrikant Nadkarni is a financial advisor with Fortis Capital Advisors, LLC. Shrikant is a Certified Financial Planner® professional. Shrikant has been in the financial services industry since 1993. Shrikant previously worked at H.D. Vest Investment Services and Glen Eagle Advisors LLC. Shrikant is registered with the state of New Jersey.
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.
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
KS
04/11/2022 - Present
Fortis Capital Advisors, LLC (PRAIRIE VILLAGE KS)
NJ
09/24/2012 - 06/27/2014
GLEN EAGLE ADVISORS LLC (PRINCETON NJ)
NJ
03/12/1993 - 10/04/2012
H.D. VEST INVESTMENT SERVICES (SOMERVILLE NJ)
BC
Issued 01/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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