Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Varsha? Claim Your ProfileVarsha Parikh is a registered investment advisor representative with LPL Financial LLC. Varsha has been in the financial services industry since March 19, 2013. Varsha is licensed in Florida, Indiana, Kansas, New Jersey, North Carolina, South Carolina, South Dakota and Virginia. Varsha also holds the Series 6, Series 63, Series 65, and SIE licenses. Varsha specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Varsha is affiliated with LPL Financial LLC which has over $50 billion in assets under management. LPL Financial LLC provides investment advisory services to a wide range of clients, including individuals, businesses, corporations, government entities, 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
SC
05/18/2022 - Present
LPL Financial LLC (WEST COLUMBIA SC)
SC
03/20/2013 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (COLUMBIA SC)
IA
Issued 09/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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