Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bhagwati? Claim Your ProfileBhagwati Mahendru is an investment advisor representative at Realta Investment Advisors, Inc. based in Wilmington, Delaware. Bhagwati has been in the securities industry since August 17, 1993. Bhagwati is also the President of Mahendru Financial Group, a DBA, as well as the Chairman and CEO of Nanser Inc., a non-investment related company. Bhagwati holds Series 7, 24, 4, 63, 99TO, and SIE licenses. Bhagwati is registered in the following states: Arizona, California, Florida, Georgia, Indiana, Kansas, Missouri, New Hampshire, New Jersey, New York, Texas, and Virginia.
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.
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
DE
11/08/2024 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
CA
02/11/2002 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (GRANADA HILLS CA)
CA
08/18/1993 - 02/11/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BC
Issued 08/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2006
Series 4 - Registered Options Principal Examination
BC
Issued 02/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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