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 has been a registered investment advisor since 1996. Sita holds the Series 63, Series 66, and Series 24 licenses and is also a Certified Financial Planner. Sita currently works for Cetera Investment Advisers LLC and previously worked for IFG Network Securities, Inc. Sita Lalchandani works with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Sita offers a variety of services, including financial planning, portfolio management, and educational seminars.
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 8/2/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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