professional profile
Prateek Mehrotra, CFA
Overview
Prateek Mehrotra is an investment adviser representative based in Appleton, WI, with 23 years in the industry.
- Years in the industry
- 23
- States registered
- 1
- Exams passed
- 1
- Current firms
- 1
Contact
1 business email and 2 phone numbers on file
Registrations and licenses
- Registered in 1 state
Every state, with registration and license dates
Firms
- Endowment Wealth Management, Inc.Current firm
Employment history since 2003
Book and practice
Firm assets under management on file
request a demo
See what we have on Prateek
We'll walk you through the full profile and how to find more people like Prateek.