Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vinod? Claim Your ProfileVinod Kumar Joshi is an investment advisor representative with Cetera Investment Advisers LLC. Vinod has been in the financial services industry since November 1999. Prior to joining Cetera, Vinod was registered with First Allied Securities, Inc. and FFP Securities, Inc. Vinod is licensed to sell securities in Oklahoma and Texas. In addition to his Series 6 and Series 66 licenses, Vinod also holds the SIE license. Vinod is committed to providing his clients with personalized financial advice and guidance. He specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and charitable organizations.
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.
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.
1
2
OK
11/03/2021 - Present
Cetera Investment Advisers LLC (OKLAHOMA CITY OK)
OK
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (OKLAHOMA CITY OK)
OK
11/17/1999 - 05/30/2008
FFP SECURITIES, INC. (OKLAHOMA CITY OK)
BOTH
Issued 11/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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