Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kajal? Claim Your ProfileKajal Pashmi is a financial advisor with State Farm VP Management Corp. in Pinole, California. Kajal has been in the financial industry since May 2015. Kajal holds the Series 6, Series 63, and SIE licenses. Kajal is also registered to provide financial advice in California. Before joining State Farm VP Management Corp., Kajal was an Investment Services Representative at UNIONBANC INVESTMENT SERVICES, LLC in San Francisco, California.
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.
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.
1
2
CA
07/13/2015 - Present
State Farm VP Management Corp. (Pinole CA)
CA
03/20/2012 - 05/31/2012
UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
BC
Issued 06/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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