Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gagan? Claim Your ProfileGagan Pathak is a financial advisor registered with Fidelity Brokerage Services LLC. Gagan is a registered representative who has been in the financial services industry since 2022. They hold Series 7, Series 63 and SIE licenses. Gagan is registered with the state securities regulators in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin.
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.
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.
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2
CA
12/14/2023 - Present
Fidelity Brokerage Services LLC (BERKELEY CA)
CA
06/16/2022 - 11/05/2023
J.P. MORGAN SECURITIES LLC (CORTE MADERA CA)
BC
Issued 06/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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