Nivedita Persaud (CRD# 4518325) is an Investment Advisor Representative working at Transition Planning & Guidance, LLC in Sandy Springs, GA and has over 21 years of experience in the finance industry. Nivedita Persaud has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1098695
Hc Advisors LLC
CRD# 2441171
Charles Schwab & Company, Inc.
CRD# 5526495
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transition Planning & Guidance, LLC | Atlanta, GA | Nov 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2002 |
- GA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
- Other
GA
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