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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bikramjit? Claim Your ProfileBikramjit Singh Sidhu is a financial advisor with Edelman Financial Engines. Bikramjit is a registered Investment Advisor Representative in Virginia. Previously, Bikramjit was registered with EF Legacy Securities, LLC and Wells Fargo Clearing Services, LLC. Bikramjit has passed the Series 6, Series 63 and Series 65 exams. Bikramjit has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Bikramjit specializes in providing financial planning, portfolio management, educational seminars, and publication of periodicals.
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.
Set-up fees & related svcs; reimbursements for printed materials
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VA
07/24/2023 - Present
Edelman Financial Engines (TYSONS CORNER VA)
VA
11/07/2017 - 10/31/2018
EF LEGACY SECURITIES, LLC (TYSONS CORNER VA)
MD
11/03/2014 - 11/16/2017
WELLS FARGO CLEARING SERVICES, LLC (BETHESDA MD)
IA
Issued 07/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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