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Ankit Vats

Client Services Support

Ankit Vats has a background in wealth advisory and investment analysis, with prior experience at an advisory firm in India and earlier experience founding his own entrepreneurial venture. He has passed all three levels of the CFA Program and holds an MBA as well as a Series 65 license.

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Ankit Vats
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NWAM, LLC, dba Northwest Asset Management and RIA Innovations is an SEC registered investment adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information please click the following link here.

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