Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vishva? Claim Your ProfileVishva Gheewala is a financial advisor at Stifel, Nicolaus & Company, Inc. Vishva has over 20 years of experience in the financial services industry. Vishva is registered to provide financial advice in multiple states and is a Series 7, Series 24, and Series 63 licensed holder. Vishva also holds the Securities Industry Essentials (SIE) designation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
12/01/2005 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
MD
08/15/2001 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
12/20/1999 - 11/03/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MD
07/19/1999 - 12/22/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Vishva Gheewala is the right advisor for you? Invested Better is here to help.
