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Sudha Ramaswamy Anand

WJL Financial Advisors

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About Sudha Ramaswamy Anand

Sudha Anand is an Investment Advisor Representative at WJL Financial Advisors. Sudha is registered with the state of New Jersey and has been in the industry since July 2021. Sudha provides financial planning services to individuals and businesses, including tax preparation. Sudha also provides executive coaching services.

Firm Information

Sudha Anand is currently registered with WJL Financial Advisors. WJL Financial Advisors is a financial advisory firm with 1 licensed agent and 5 investment advisor representatives. They offer financial planning and tax preparation services.

Not reported

Assets Under Management

126

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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tax preparation

Tax preparation

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Sudha Anand’s Registration & Firm History

NJ

08/04/2022 - Present

WJL Financial Advisors (Denville NJ)

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Licenses & Designations

IA

Issued 07/21/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sudha Ramaswamy Anand.
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