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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaswinder? Claim Your ProfileJaswinder Pal Mehra is an investment advisor representative with The Colony Group, LLC in Palo Alto, California. Jaswinder has been in the financial services industry for over 9 years. Jaswinder holds the Series 65 license and specializes in financial planning, portfolio management, and tax preparation services. Jaswinder has experience with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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CA
08/26/2024 - Present
THE Colony Group, LLC (Palo Alto CA)
IA
Issued 08/24/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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