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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Viswanathan? Claim Your ProfileViswanathan Venugopala is a financial advisor registered with Fortis Capital Advisors, LLC. Viswanathan has been in the industry since 2013 and holds a Series 63, Series 24, Series 31, Series 7, and SIE license. Viswanathan is a Chartered Financial Analyst and has experience working with a variety of clients including high-net-worth individuals, pension and profit sharing plans, and corporations. Viswanathan specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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.
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.
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NJ
08/29/2024 - Present
Fortis Capital Advisors, LLC (Princeton NJ)
NY
03/28/2017 - 07/01/2024
CITI PRIVATE ALTERNATIVES, LLC (New York NY)
NY
07/31/2014 - 07/01/2024
CITIGROUP GLOBAL MARKETS INC. (New York NY)
BC
Issued 10/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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