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Poonam Walia, CFP

Equitable Network, LLC

Certified Financial Planner in Worcester, MA

http://www.worcestertax.com

Address:
342 Shrewsbury St
Worcester, MA 01604
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About Poonam Walia

Poonam Walia is a financial professional at Equitable Network, LLC located in Worcester, Massachusetts. Poonam Walia holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Poonam Walia provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Poonam Walia
342 Shrewsbury St
Worcester, MA 01604

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