Sameer SrivastavaCRD Number: 4590410
Current Firm: Prudential Financial Planning Services
Sameer Srivastava (CRD# 4590410) is an Investment Advisor Representative working at Prudential Financial Planning Services in White Plains, NY and has over 14 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
Altium Wealth Management LLC
|Prudential Insurance Company Of America||White Plains, NY||Dec 2015 - Current||1|
|Pruco Securities, LLC||White Plains, NY||Dec 2015 - Current||1|
|Metlife Securities Inc.||Hauppauge, NY||Nov 2014 - Dec 2015||1|
|Metlife Securities Inc.||White Plains, NY||Oct 2010 - Aug 2014||3|
|Metropolitan Life Insurance Company||White Plains, NY||Oct 2010 - Aug 2014||3|
|Pruco Securities ,llc||Iselin, NJ||Dec 2008 - Oct 2010||1|
|Prudential Insurance Company Of America||Iselin, NJ||Dec 2008 - Oct 2010||1|
|Ameriprise Financial||Bedford, NH||Sep 2006 - Nov 2008||2|
|Ids Life Insurance Company||East Hartford, CT||Nov 2002 - Nov 2008||6|
|American Express Financial Advisors||East Hartford, CT||Sep 2002 - Nov 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2002|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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