Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vyoma? Claim Your ProfileVyoma Patel is an Investment Advisor Representative associated with Strata Wealth Advisors, LLC. Vyoma is registered with the state of Texas. Vyoma has 11 years of experience in the financial industry and currently works in the Dallas, Texas office of Strata Wealth Advisors, LLC. Vyoma is a Series 66, Series 7, and Series 24 licensed professional.
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.
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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TX
04/21/2017 - Present
Strata Wealth Advisors, LLC (Dallas TX)
TX
09/21/2015 - 05/02/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
VA
01/10/2012 - 08/06/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (VIRGINIA BEACH VA)
BOTH
Issued 02/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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