Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Svetlana? Claim Your ProfileSvetlana Chowdhury is a financial advisor with LPL Financial LLC. Svetlana has been working in the financial industry since 1998 and is currently registered as a Registered Representative with the state of California. Svetlana holds the Series 6, Series 7, and Series 66 securities licenses, as well as the SIE. In addition to her experience at LPL Financial LLC, Svetlana has held previous positions at Farmers Financial Solutions, LLC, HD Vest Investment Services, Allstate Financial Services, LLC, Citigroup Global Markets Inc., Wachovia Securities, LLC, Atlas Securities, LLC, WM Financial Services, Inc., Atlas Securities, Inc., M Holdings Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mutual Service Corporation, John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company. Svetlana specializes in working with individuals, corporations or businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
LPL Financial LLC (GRANADA HILLS CA)
CA
08/29/2018 - 09/22/2021
FARMERS FINANCIAL SOLUTIONS, LLC (TARZANA CA)
CA
10/31/2017 - 05/02/2018
HD VEST INVESTMENT SERVICES (Granada Hills CA)
CA
06/06/2008 - 11/13/2017
ALLSTATE FINANCIAL SERVICES, LLC (NORTHRIDGE CA)
CA
08/17/2007 - 01/17/2008
CITIGROUP GLOBAL MARKETS INC. (LA CRESCENTA CA)
CA
02/01/2007 - 03/14/2007
WACHOVIA SECURITIES, LLC (TOLUCA LAKE CA)
CA
01/04/2006 - 02/01/2007
ATLAS SECURITIES, LLC (TOLUCA LAKE CA)
CA
07/13/2004 - 01/06/2006
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
12/13/2002 - 07/16/2004
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
OR
01/29/2001 - 01/10/2002
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
NY
10/27/1999 - 06/09/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
08/15/1997 - 07/06/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
04/12/1995 - 09/09/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/12/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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