Unclaimed
Vikhyat Sharma is a financial advisor with DC Advisory. Vikhyat has been in the financial services industry since 2015. Vikhyat is registered with FINRA and holds Series 63, SIE and Series 79 licenses. Vikhyat was previously employed at WILLIAM BLAIR and ROBERT W. BAIRD & CO. INCORPORATED.
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.
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.
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2
CA
07/23/2024 - Present
DC Advisory (SAN FRANCISCO CA)
CA
09/30/2016 - 07/19/2024
WILLIAM BLAIR (SAN FRANCISCO CA)
IL
08/07/2012 - 02/11/2014
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
BC
Issued 01/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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