Years of Experience
5-20+ Years
GLASTONBURY, CT
0 Disclosures
ADVISOR BIO
Prasad Oak is a financial advisor with Wooster Corthell Wealth Management, Inc., based in Glastonbury, CT. Prasad has been in the financial services industry since 2006 and has worked for various firms like Amerprise Financial Services, LLC, Allstate Financial Services, LLC, and AXA Advisors, LLC. Prasad Oak holds a Series 7 and Series 66 licenses, as well as a Certified Financial Planner designation. The firm is a registered investment advisor providing investment management and financial planning services to individuals, families, and businesses.
SPECIALIZATIONS
STAMFORD, CT
2 Years Experience
0 Disclosures
ADVISOR BIO
Pravinkumar Madhukarrao Ghate is a financial professional registered with Intelligent Cross LLC. Pravinkumar Ghate holds the Series 7TO and SIE licenses and is a General Securities Representative. Pravinkumar Ghate has been in the industry since December 2022.
SPECIALIZATIONS
No specializations listed.
West Hartford, CT
1 Years Experience
0 Disclosures
ADVISOR BIO
Preetika Srivastava is a financial professional with experience in the financial services industry. Preetika holds the Series 63, Series 6TO and SIE licenses. Preetika is currently registered with J.p. Morgan Securities LLC. Preetika was previously registered with WELLS FARGO CLEARING SERVICES, LLC. Preetika is licensed in Connecticut, New Jersey and New York. Preetika specializes in providing investment advice and financial planning services to a range of clients, including individuals, high-net-worth individuals, corporations, and other businesses.
SPECIALIZATIONS
STAMFORD, CT
18 Years Experience
0 Disclosures
ADVISOR BIO
Prescott Romeyn is an investment advisor representative with UBS Financial Services Inc. Prescott has been in the industry since 2007 and has a broad range of experience. Prescott holds the Series 66, Series 7 and SIE licenses and is registered in 42 states. Prescott specializes in a variety of investment strategies including portfolio management for individuals, businesses, and investment companies. Prescott also provides financial planning, pension consulting, and educational seminars. Prescott is committed to providing his clients with personalized investment advice and guidance.
SPECIALIZATIONS
Greenwich, CT
7 Years Experience
0 Disclosures
ADVISOR BIO
Preston Nmn Abraham is a financial advisor with GPP Securities, LLC and has been in the industry since August 22, 2017. Preston is registered in Connecticut and holds Series 7, 24, 63, 99TO and SIE licenses. Preston works out of the Greenwich, CT branch office of GPP Securities, LLC.
SPECIALIZATIONS
No specializations listed.
FAIRFIELD, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
Priya Michelle Wood is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Priya is licensed to provide investment advice in Connecticut and Texas and has been working in the industry since November 2021. Priya earned the Series 63, Series 66, Series 7TO, and SIE licenses. Priya's previous experience was with Charles Schwab & Co., Inc., where she worked from 2020 to 2022. Priya is able to provide financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Priya is based in Fairfield, Connecticut.
SPECIALIZATIONS
Newington, CT
2 Years Experience
0 Disclosures
ADVISOR BIO
Priyanka Jain is a financial advisor associated with J.P. Morgan Securities LLC. She specializes in a variety of financial services and has been a registered financial advisor since 2022. Priyanka holds Series 63, Series 6TO, and SIE licenses, and is registered in the states of California, Connecticut, Florida, New Jersey, and New York. Priyanka offers a range of financial services for individuals and businesses, including financial planning, pension consulting, and portfolio management.
SPECIALIZATIONS
Stamford, CT
22 Years Experience
0 Disclosures
ADVISOR BIO
Purvi Modi-patel is a financial professional with over 20 years of experience in the industry. Purvi is currently registered with Cowen and Co. and has been with the firm since October 2017. Purvi has previously held positions at firms including RBC Capital Markets, LLC, Knight Capital Americas LLC, and BNY ConvergEx Execution Solutions LLC. Purvi is licensed to offer securities and investment advisory services in Connecticut, New Jersey, and New York.
SPECIALIZATIONS
No specializations listed.
HARTFORD, CT
14 Years Experience
0 Disclosures
ADVISOR BIO
Qasim Khan is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Qasim has 16 years of experience in the financial industry. Qasim is licensed to provide advisory services in 14 states and has been registered as an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2017. Qasim also previously worked with Wells Fargo Advisors, LLC, J.P. Morgan Securities LLC and Chase Investment Services Corp. Qasim has passed multiple securities exams including the Series 6, Series 7, Series 66 and the SIE exam.
SPECIALIZATIONS
BETHEL, CT
21 Years Experience
0 Disclosures
ADVISOR BIO
Qazi T. Azam is a registered representative with PFS Investments Inc. and has been in the industry since April 2004. Qazi is licensed in Connecticut and Maryland. Qazi holds the Series 6, Series 26, and Series 63 licenses. Qazi has experience working with individual clients and is able to offer financial planning and portfolio management services.
SPECIALIZATIONS
