Shishir
Shastry
Securian Financial Services, Inc
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About this Advisor
Shishir Shastry is a financial advisor working in Walnut, California, with a total of 1 year of relevant experience. Shastry is currently employed by Securian Financial Services, Inc. During their career, Shastry has held roles at Pruco Securities LLC, Insight Systems Exchange, LLC, Kohler Co, Massmutual Life Insurance Company, Mml Investors Services, LLC, Global Imaging/ Socal Office Technologies, Office1, 1St Platinum Realty & Gw Golden, Park Ave Securities, Minnesota Life Insurance Co, Buzzrx, Legalshield, Cano Health, The Prudential Insurance Company Of America, Securian Financial Services Inc and Strategic Fortune Wealth Management. Shastry has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Securian Financial Services, Inc is a firm based in Saint Paul, MN. It has offices in 155 locations and a total of 1,750 financial advisors. It handles $21 billion in assets under management among its 76,075 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 165 charitable organizations. Of its 76,075 accounts, 18% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types billed by Securian Financial Services, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securian Financial Services, Inc Brokerage Details
$20,684,796,225
1,750
76,075
$271,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Shishir Shastry Work History
Shishir has been registered as a financial advisor for 1 years.*
Minnesota Life Insurance Co
Legalshield
Securian Financial Services Inc
Strategic Fortune Wealth Management
Cano Health
Buzzrx
1St Platinum Realty & Gw Golden
Massmutual Life Insurance Company
Mml Investors Services, LLC
Office1
Park Ave Securities
Global Imaging/ Socal Office Technologies
Pruco Securities LLC
The Prudential Insurance Company Of America
Insight Systems Exchange, LLC
Kohler Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shishir Shastry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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