Arti
Srivastava
Unique Wealth Strategies
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About this Advisor
Arti Srivastava is a financial advisor based in Hillsborough, California, working with Unique Wealth Strategies. Arti has previously held positions at Allstate Insurance Co-Michael Glazer Agency, Volunteer At Hillsborough Schools Foundation, Steve Mogarero- Allstate Agent, Jp Morgan Chase Bank N.A, J.P. Morgan Securities LLC, Bank Of America, Allstate Financial Services LLC, Allstate Agency-Matt Schlicoff, Ny Life Securities LLC, and Unique Wealth Strategies, LLC. Arti has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Arti is part of Unique Wealth Strategies, which operates out of Hillsborough, California. The firm has 7 employees and manages assets totaling $251.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Unique Wealth Strategies includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Unique Wealth Strategies Brokerage Details
$251,100,000
7
708
$354,661
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Arti Srivastava Work History
Unique Wealth Strategies, LLC
Jp Morgan Chase Bank N.A
J.P. Morgan Securities LLC
Bank Of America
Allstate Agency-Matt Schlicoff
Allstate Financial Services LLC
Allstate Insurance Co-Michael Glazer Agency
Steve Mogarero- Allstate Agent
Ny Life Securities LLC
Volunteer At Hillsborough Schools Foundation
Disclosures
Please visit the SEC profile of Arti Srivastava to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Unique Wealth Strategies
Willowbrook, IL
Hillsborough, CA
Willowbrook, IL
Willowbrook, IL
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