Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arpit? Claim Your ProfileArpit Sharma is an investment advisor representative with Transce3nd LLC. Arpit Sharma has been in the financial services industry since October 2022 and is registered to provide investment advice in Texas. Arpit Sharma has Series 7TO, Series 65, and SIE licenses. Transce3nd LLC is based in Kyle, Texas and offers investment advisory services to individuals, corporations and high net worth individuals. The firm provides financial planning, portfolio management, and selection of other advisors services. Arpit Sharma is also a cash flow analyst for e3 Wealth, LLC, a firm that provides financial planning and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
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
TX
10/03/2022 - Present
Transce3nd LLC (KYLE TX)
IA
Issued 06/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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