Nandita Das (CRD# 6652717) is an Investment Advisor Representative working at Das Financial Health in Newark, DE and has over 7 years of experience in the finance industry. Nandita Das 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# 6237585
Edward Jones
CRD# 2629855
Investment Management & Planning LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Financial Strategists, LLC | Newton, MA | Feb 2024 - Current | < 1 |
| Das Financial Health, LLC | Newark, DE | Mar 2018 - Current | 6 |
| Delaware State University | Dover, DE | Aug 2010 - Current | 13 |
| Origin Financial | San Francisco, CA | Jan 2022 - Dec 2022 | < 1 |
| Envision Wealth Planning, Inc. | Chicago, IL | Apr 2019 - Oct 2020 | 1 |
| Independent Insurance Agent | Dover, DE | Aug 2016 - Mar 2019 | 2 |
| Waddell And Reed, Inc. | Wilmington, DE | Jun 2016 - Sep 2017 | 1 |
| Hfh Planning | New York, NY | May 2015 - Apr 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- DE
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
DE
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