Unclaimed
Aman Jagga is a registered representative with Cetera Investment Advisers LLC. Aman has been in the securities industry since 2020. Aman has passed the Series 66, Series 24, Series 7TO, and SIE exams. Aman currently holds a registration with the state of California. Aman has been employed by Cetera Investment Advisers LLC, Cetera Financial Specialists, Cetera Advisors, and First Allied Securities, Inc. Aman Jagga specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Aman's clients include corporations, individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Aman is compensated through fixed fees, hourly charges, and a percentage of assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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06/29/2023 - Present
Cetera Investment Advisers LLC (HYDERABAD, HAFEEZPET )
CA
04/21/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 04/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2020
Series 24 - General Securities Principal Examination
BC
Issued 07/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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