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 a financial advisor with over 29 years of experience in the industry. Bhagwati is currently registered with Cetera Investment Advisers LLC as an Investment Advisor Representative. Prior to Cetera, Bhagwati was registered with First Allied Securities, Inc. for over 20 years. Bhagwati offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Bhagwati holds Series 4, 7, 24, 63, and SIE licenses. Bhagwati is also a Registered Options Principal. Bhagwati is committed to providing clients with personalized financial advice and guidance.
GRANADA HILLS, CA
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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CA
11/03/2022 - Present
Cetera Investment Advisers LLC (GRANADA HILLS CA)
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 8/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/5/2006
Series 4 - Registered Options Principal Examination
BC
Issued 2/3/2003
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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