Kaveeta R. Derosa
Professional summary
Kaveeta Rani Derosa, who also goes by Kaveeta Rani Malhotra, is a registered financial advisor currently at SGKD ADVISORY SERVICES LLC located in Rumson, New Jersey.
Kaveeta is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kaveeta has worked at 4 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kaveeta Rani Derosa's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 8, 2017 - Present
SGKD ADVISORY SERVICES LLC
February 14, 2017 - April 13, 2023
RAYMOND JAMES & ASSOCIATES, INC.
October 6, 2003 - July 23, 2004
OSAIC WEALTH, INC.
February 17, 2003 - October 31, 2003
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/8/2017)
Exams
Current Firm
SGKD ADVISORY SERVICES LLC
CRD#: 286273 / SEC#:
Contact information
Red Flags
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