Years of Experience
5-20+ Years
San Jose, CA
0 Disclosures
ADVISOR BIO
Nishant K. Pandya is a financial advisor with over 20 years of experience in the industry. Nishant has a broad range of experience working with individuals, high-net-worth individuals, corporations, and pension and profit sharing plans. Nishant currently works at Buckingham Strategic Wealth, LLC and The Colony Group, LLC, both of which are reputable investment firms. Nishant has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Nishant is also a Registered Representative, which allows them to provide investment advice to clients.
SPECIALIZATIONS
Walnut Creek, CA
22 Years Experience
0 Disclosures
ADVISOR BIO
Nishant Shailendra is a financial advisor with Morgan Stanley. Nishant has been in the financial services industry since 2003. Nishant holds Series 7, Series 31, Series 63, Series 65 and SIE licenses and is registered in several states. Nishant specializes in financial planning, asset allocation, and portfolio management. Nishant has experience working with high-net-worth individuals, corporations, and other institutional clients. Before joining Morgan Stanley, Nishant worked for Citigroup Global Markets Inc. and Morgan Stanley Smith Barney.
SPECIALIZATIONS
Irvine, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Nishit Arora is a registered representative with Morgan Stanley. Nishit has been in the securities industry since March 2020. Nishit has a Series 7TO, Series 66, and SIE license. Nishit is registered in 53 states and 2 jurisdictions for securities and investment advisory activities.
SPECIALIZATIONS
BEVERLY HILLS, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Nissim Afriat is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Beverly Hills, California. Nissim has been working in the financial industry since 2006 and is licensed to provide investment advice in several states, including California, Texas, Florida, Illinois, and New York. Nissim is also registered as an Investment Advisor Representative (IAR) in California and Texas.
SPECIALIZATIONS
Pasadena, CA
24 Years Experience
0 Disclosures
ADVISOR BIO
Nita Ma Pei-lin is an active financial advisor registered with Morgan Stanley. Nita has been in the financial services industry since 2001 and has held previous registrations with BANCWEST INVESTMENT SERVICES, INC., LINSCO/PRIVATE LEDGER CORP., FENB SECURITIES, INC., and U. S. PACIFIC FINANCIAL SERVICES, INC. Nita is licensed in 28 states and has passed the Series 7 and Series 66 exams. Nita has a history of working with clients of all types, including individuals, high-net-worth individuals, corporations, and institutions.
SPECIALIZATIONS
LOS ANGELES, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Nita Joshi is a financial advisor with J.P. Morgan Securities LLC, a large broker-dealer with offices across the United States. Nita has been in the industry since 2006. Nita is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. Nita is also a registered investment advisor representative in Texas and California. Before joining J.P. Morgan Securities LLC, Nita worked for Chase Investment Services Corp., Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Nita specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
SPECIALIZATIONS
WOODLAND HILLS, CA
0 Disclosures
ADVISOR BIO
Nitin Laxmidas Thakkar is an Investment Advisor Representative with R-Tech Advisors, Inc. Nitin has been in the industry since January 2008 and is licensed in California. Nitin specializes in providing financial planning and investment advice. R-Tech Advisors, Inc. specializes in providing investment advice and financial planning services to individual clients, pension and profit-sharing plans, and corporations. The firm provides a range of investment advisory services, including portfolio management, financial planning, and pension consulting. The firm manages approximately $59.5 million in assets.
SPECIALIZATIONS
REDWOOD CITY, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Niya Xie is a financial advisor with over 15 years of experience in the financial services industry. Niya has worked with Wells Fargo Clearing Services, LLC since January 2021 and has held previous roles at J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, Charles Schwab & Co., Inc. and other financial firms. Niya holds a Series 7, Series 63, and Series 66 securities license.
SPECIALIZATIONS
Encino, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Niyoosha Nikmaram is a financial professional registered with J.p. Morgan Securities LLC. Niyoosha is a licensed securities agent in California. Niyoosha has been in the financial industry since January 2022 and has passed the Series 6TO, SIE, and Series 63 exams. Niyoosha offers financial planning and portfolio management services to individuals and businesses.
SPECIALIZATIONS
Irvine, CA
0 Disclosures
ADVISOR BIO
Niza Oun-nguyen is an Investment Advisor Representative with Mariner Wealth, a firm that has been in business for 10 years. Niza has 11 years of experience in the financial services industry and is licensed to provide financial advice in California and Texas. Niza has a Series 7 and Series 65 license. Niza also works with Camb From Nothing, Youniversal Energy, Aspire to Bee, Diversity Fashion World, Aritizara, Females for Football, Orange County's United Way, and UCI Planned Giving.
SPECIALIZATIONS