Paresh Shah (CRD# 4727940) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Clearwater, FL and has over 20 years of experience in the finance industry. Paresh Shah 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# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merkkuri Wealth Advisors LLC | Hicksville, NY | Apr 2024 - Current | < 1 |
| Csenge Advisory Group | Clearwater, FL | Feb 2021 - Current | 3 |
| Lion Street Financial | Hicksville, NY | Feb 2021 - Current | 3 |
| Kestra Financial, Inc. | Hicksville, NJ | Mar 2018 - Feb 2021 | 2 |
| Guardian Life Insurance | Hicksville, NY | Feb 2018 - Mar 2018 | < 1 |
| Park Avenue Securities | Hicksville, NY | Feb 2018 - Mar 2018 | < 1 |
| Park Avenue Securities | Melville, NY | Jan 2015 - Jan 2018 | 3 |
| Guardian Life Insurance Company | Melville, NY | Jan 2015 - Jan 2018 | 3 |
| Park Avenue Securities | Rego Park, NY | Mar 2005 - Jan 2015 | 9 |
| Guardian Life Insurance Company | Rego Park, NY | Dec 2004 - Jan 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- NY
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Total Assets Under Management2,753MILLIONS
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Total Number of Accounts14,675ACCOUNTS
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Average Account Value$187,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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- Other
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