Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaskaran? Claim Your ProfileJaskaran Sandhar is a financial advisor registered with the state of Colorado. Jaskaran currently works for Denver Wealth Management, Inc., and has been with the firm since June 2023. Before joining Denver Wealth Management, Inc., Jaskaran worked for Fidelity Brokerage Services LLC. Jaskaran's areas of expertise include financial planning and portfolio management for individuals. Jaskaran has passed the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7TO), and the Securities Industry Essentials Examination (SIE).
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.
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.
1
2
CO
07/19/2023 - Present
Denver Wealth Management, Inc. (GREENWOOD VILLAGE CO)
CO
02/22/2022 - 03/09/2023
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 05/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jaskaran Sandhar is the right advisor for you? Invested Better is here to help.
