Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anju? Claim Your ProfileAnju Mohindru is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. in Glendale, CA. Anju has been in the industry since May 2008. She is also a licensed insurance agent. Anju holds FINRA Series 66 and Series 7 registrations. Her specializations include financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals. Prior to working with Cambridge Investment Research Advisors, Inc., Anju was employed by Purshe Kaplan Sterling Investments in Irvine, CA. Anju's clients include individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
11/03/2009 - Present
Cambridge Investment Research Advisors, Inc. (GLENDALE CA)
CA
04/17/2008 - 10/14/2009
PURSHE KAPLAN STERLING INVESTMENTS (IRVINE CA)
BOTH
Issued 05/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anju Mohindru is the right advisor for you? Invested Better is here to help.
