Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Varsha? Claim Your ProfileVarsha Nambiar is a financial advisor registered with LPL Financial LLC, located in Costa Mesa, CA. Varsha has over 4 years of experience in the financial services industry. Varsha is also registered with the state of California as an investment advisor representative. Varsha specializes in providing a variety of financial services, including financial planning, portfolio management, and pension consulting. Varsha has a strong background in investments and is committed to providing her clients with the highest level of service. Prior to joining LPL, Varsha held positions at Equitable Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and New York Life Securities LLC.
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
11/16/2023 - Present
LPL Financial LLC (COSTA MESA CA)
CA
01/26/2023 - 11/02/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LADERA RANCH CA)
CA
12/23/2019 - 01/06/2023
EQUITABLE ADVISORS, LLC (IRVINE CA)
CA
11/04/2019 - 12/13/2019
NYLIFE SECURITIES LLC (IRVINE CA)
IA
Issued 02/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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