Unclaimed
Yuvraj Pratap Sisodia is a financial professional with over 10 years of experience in the industry. Yuvraj is currently registered with GWN Securities Inc. as an Investment Advisor Representative (IAR). Yuvraj has also previously worked at VOYA FINANCIAL ADVISORS, INC. in Miami Lakes, Florida.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
10/30/2017 - Present
GWN Securities Inc. (MIAMI LAKES FL)
FL
04/22/2008 - 06/27/2017
VOYA FINANCIAL ADVISORS, INC. (MIAMI LAKES FL)
BC
Issued 09/23/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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