Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Snigdha? Claim Your ProfileSnigdha Adhikari is a financial professional with over 15 years of experience in the industry. Snigdha currently holds the position of registered representative with Principal Securities, Inc. in Downers Grove, Illinois. Snigdha previously worked for Aegis Capital Corp. in New York and MML Investors Services, LLC in Burr Ridge, Illinois. Snigdha specializes in financial planning, pension consulting and portfolio management for individuals. Snigdha has extensive experience in working with various client types including high-net-worth individuals, corporations, and charitable organizations.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
IL
10/06/2023 - Present
Principal Securities, Inc. (DOWNERS GROVE IL)
NY
11/15/2021 - 02/25/2022
AEGIS CAPITAL CORP. (NEW YORK NY)
IL
07/14/2021 - 08/23/2021
MML INVESTORS SERVICES, LLC (Burr Ridge IL)
WA
05/24/2007 - 01/22/2021
PRUCO SECURITIES, LLC. (BELLEVUE WA)
IA
Issued 02/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/19/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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