Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jastinder? Claim Your ProfileJastinder Singh Sohi is a financial advisor with over 10 years of experience in the industry. Jastinder is currently registered with Chevy Chase Trust Co. as a registered representative in the District of Columbia, Maryland, North Carolina, Rhode Island, and Virginia. Previously, Jastinder was a registered representative with M&T Securities, Inc. in Baltimore, Maryland and Wells Fargo Advisors, LLC in Bethesda, Maryland. Jastinder is a Chartered Financial Analyst and has passed the Series 66, Series 7, and SIE exams. Jastinder specializes in providing financial planning, portfolio management, and trustee and investment management 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.
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.
Strategic management for diversified investment portfolios.
Trustee and investment manager for collective funds
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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MD
11/04/2016 - Present
Chevy Chase Trust Co. (BETHESDA MD)
MD
04/16/2012 - 07/27/2016
M&T SECURITIES, INC. (BALTIMORE MD)
MD
02/25/2010 - 11/14/2011
WELLS FARGO ADVISORS, LLC (BETHESDA MD)
BOTH
Issued 07/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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