Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hardev? Claim Your ProfileHardev Prempuri Goswami is a financial advisor with On Investment Management Co. Hardev has been in the financial services industry since 2000 and has a strong background in financial planning and portfolio management. Hardev has Series 6, 7, 63, and 65 licenses and is also a Certified Financial Planner. Hardev has worked with a variety of firms, including New England Securities, MetLife Securities Inc., and The O.N. Equity Sales Company. Hardev is currently registered with the state of Florida and Texas. Hardev has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Hardev is also registered with the SEC as an investment advisor representative.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
FL
03/18/2016 - Present
ON Investment Management Co. (Jacksonville FL)
FL
01/02/2015 - 04/06/2016
METLIFE SECURITIES INC. (JACKSONVILLE FL)
FL
12/06/2010 - 01/02/2015
NEW ENGLAND SECURITIES (JACKSONVILLE FL)
FL
05/03/2002 - 12/03/2010
THE O.N. EQUITY SALES COMPANY (ORANGE PARK FL)
CA
09/11/2000 - 03/15/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
06/29/2000 - 09/12/2000
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
06/29/2000 - 09/12/2000
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IA
Issued 06/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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