Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hardit? Claim Your ProfileHardit Narayan Chaudhary is a financial advisor at Osaic Wealth, Inc. located in Milbrae, CA. Hardit has been in the financial services industry since 1994. Hardit is registered with the state of California as an investment advisor representative. Hardit also holds the Series 7, Series 31, and Series 65 licenses. Hardit previously worked at Woodbury Financial Services, Inc., Waddell & Reed, Inc., U.S. Bancorp Investments, Inc., FISERV INVESTOR SERVICES, INC., CAL FED INVESTMENTS, DEAN WITTER REYNOLDS INC., BA INVESTMENT SERVICES, INC., GLOBAL STRATEGIES GROUP, INC., and THOMAS JAMES ASSOCIATES, INC. Hardit provides financial planning, portfolio management, and investment advisory services.
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
01/19/2024 - Present
Osaic Wealth, Inc. (MILBRAE CA)
CA
08/02/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MILBRAE CA)
CA
07/17/2009 - 08/09/2013
WADDELL & REED, INC. (CAMPBELL CA)
CA
10/29/2002 - 07/21/2009
U.S. BANCORP INVESTMENTS, INC. (BURLINGAME CA)
TX
10/02/2001 - 02/21/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
08/17/1999 - 09/27/2001
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
09/08/1998 - 07/06/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
02/22/1996 - 08/18/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
04/13/1995 - 01/16/1996
GLOBAL STRATEGIES GROUP, INC. (NEW YORK NY)
NY
03/09/1994 - 06/01/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 09/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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