Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arjun? Claim Your ProfileArjun Vijay Suthar is a financial advisor registered with Fidelity Personal And Workplace Advisors, with a current branch office in Milpitas, CA. Arjun has been in the industry since 2017, and holds registrations for both securities and investment advisory services in multiple states. Arjun's professional experience includes positions with VANGUARD MARKETING CORPORATION, VOYA FINANCIAL/M GROUP & ASSOCIATES, and ARIZONA STATE UNIVERSITY. Arjun's expertise and knowledge are demonstrated through his professional designations and qualifications, which include Series 6, 7, 9, 10, 63, and 66 licenses.
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.
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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2
CA
11/05/2021 - Present
Fidelity Personal AND Workplace Advisors (MILPITAS CA)
AZ
02/08/2017 - 09/21/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 12/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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