Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tejas? Claim Your ProfileTejas Shirguppi is a financial advisor with over 7 years of experience in the industry. Tejas Shirguppi is currently registered as a Registered Representative with Aristotle Capital Management, LLC in Los Angeles, CA. Tejas Shirguppi has previously worked for IMST Distributors, LLC and Raymond James & Associates, Inc. Tejas Shirguppi holds the Series 66, Series 7 and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and in 53 states. Tejas Shirguppi specializes in providing portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
12/11/2020 - Present
Aristotle Capital Management, LLC (LOS ANGELES CA)
CA
08/21/2020 - 10/24/2023
IMST DISTRIBUTORS, LLC (LOS ANGELES CA)
CA
06/08/2017 - 06/24/2020
RAYMOND JAMES & ASSOCIATES, INC. (Los Angeles CA)
NJ
11/18/2016 - 04/05/2017
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BOTH
Issued 02/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tejas Shirguppi is the right advisor for you? Invested Better is here to help.
