Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hetal? Claim Your ProfileHetal Gandhi is a financial advisor registered with LPL Financial LLC. Hetal has been in the financial industry since 2008 and has experience with various financial services firms. Hetal holds the Series 6, 7, 63, and 66 licenses. She provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Hetal is registered with the states of California, Florida, and New Jersey.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
LPL Financial LLC (SAN DIEGO CA)
NJ
08/17/2022 - 09/25/2023
CITIZENS SECURITIES, INC. (PISCATAWAY NJ)
NJ
09/23/2019 - 08/17/2022
CETERA INVESTMENT SERVICES LLC (PISCATAWAY NJ)
NJ
09/11/2017 - 09/26/2019
WELLS FARGO CLEARING SERVICES, LLC (WHIPPANY NJ)
NJ
03/26/2014 - 11/25/2014
MML INVESTORS SERVICES, LLC (BRIDGEWATER NJ)
NJ
01/10/2012 - 03/21/2014
NYLIFE SECURITIES LLC (EDISON NJ)
NJ
02/06/2009 - 12/22/2011
HSBC SECURITIES (USA) INC. (EDISON NJ)
NJ
05/29/2007 - 10/14/2008
CITIGROUP GLOBAL MARKETS INC. (ROSELAND NJ)
NJ
05/14/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (ROCKAWAY NJ)
NJ
03/20/2006 - 08/01/2006
PNC INVESTMENTS (SUMMIT NJ)
PA
05/13/2005 - 10/06/2005
PNC INVESTMENTS (PITTSBURGH PA)
NY
03/25/2004 - 10/04/2004
IFMG SECURITIES, INC. (PURCHASE NY)
MA
05/03/1999 - 07/29/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/03/1999 - 07/29/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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