Vishal Chotai (CRD# 5687635) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Miami, FL and has over 13 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alliance Global Partners | Miami, FL | Oct 2022 - Current | 1 |
| Ameriprise Financial Services, Inc. | Miami, FL | Aug 2015 - Oct 2022 | 7 |
| Jhs Capital Advisors, LLC | Tampa, FL | Mar 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- FL
- TX
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Total Assets Under Management1,321MILLIONS
-
Total Number of Accounts5,220ACCOUNTS
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Average Account Value$252,983
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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