Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tarun? Claim Your ProfileTarun Mehta is a registered investment advisor representative with Eaglestone Wealth Advisors, Inc. Tarun is a dedicated advisor, serving clients across various industries, including high-net-worth individuals, businesses and pension and profit-sharing plans. Tarun specializes in financial planning, pension consulting, and selection of other advisors. Tarun can provide portfolio management services for both individuals and businesses. Eaglestone Wealth Advisors, Inc. is a wealth management firm based in Rockville, Maryland, providing a comprehensive range of financial services.
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.
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.
Consulting fees
1
2
MD
03/16/2023 - Present
Eaglestone Wealth Advisors, Inc. (ROCKVILLE MD)
IA
Issued 03/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/28/2022
Series 66 - Uniform Combined State Law Examination
Active
Inactive
Not sure Tarun Mehta is the right advisor for you? Invested Better is here to help.
