Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Singh Sandhu is a registered representative with Equitable Advisors, LLC, working out of their Walnut Creek, CA branch office. Jesse has been in the financial services industry since 2006 and is licensed to provide securities and investment advisory services in California. Jesse also holds licenses in various areas, such as Series 66, Series 31, and Series 7. Jesse has experience with Nationwide Securities, LLC and 1717 Capital Management Company. In addition to Jesse's career in finance, Jesse is also President of the Montecito Neighborhood Home Owners Association Board of Directors.
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.
1
2
CA
10/01/2020 - Present
Equitable Advisors, LLC (WALNUT CREEK CA)
CA
01/01/2011 - 07/01/2020
NATIONWIDE SECURITIES, LLC (CONCORD CA)
CA
08/01/2008 - 01/02/2009
NATIONWIDE SECURITIES, LLC (WALNUT CREEK CA)
CA
07/28/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (WALNUT CREEK CA)
NY
04/24/2002 - 10/12/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jesse Sandhu is the right advisor for you? Invested Better is here to help.
