Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bhavin? Claim Your ProfileBhavin Mehta is an investment advisor representative with over 30 years of experience in the financial industry. Bhavin is a Certified Financial Planner™ and has been registered with the state of California since 1992. Bhavin is currently affiliated with Osaic Wealth, Inc. Previously, Bhavin has worked with Kestra Investment Services, LLC, LPL Financial LLC, Securities America, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Bhavin specializes in offering financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Bhavin is dedicated to providing clients with comprehensive financial advice and solutions that meet their individual needs.
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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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (MILPITAS CA)
CA
09/21/2017 - 06/14/2024
SECURITIES AMERICA, INC. (MILPITAS CA)
CA
09/05/2017 - 09/28/2017
LPL FINANCIAL LLC (MILPITAS CA)
CA
01/05/1999 - 09/22/2017
KESTRA INVESTMENT SERVICES, LLC (MILPITAS CA)
MA
05/14/1992 - 10/28/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/14/1992 - 10/28/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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