Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sita? Claim Your ProfileSita Lalchandani is a financial advisor at Cetera Investment Advisers LLC. Sita has been in the financial services industry since 1996 and has a strong track record of providing clients with personalized financial advice. Sita holds several professional designations, including Certified Financial Planner. Sita is registered with the Financial Industry Regulatory Authority (FINRA) and has licenses in multiple states, including California, Texas, and others.
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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CA
03/21/2024 - Present
Cetera Investment Advisers LLC (CITRUS HEIGHTS CA)
GA
04/30/1996 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 08/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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