Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kanan? Claim Your ProfileKanan Sarveiya is a financial advisor with PFS Investments Inc. Kanan has been in the financial industry since June 2013. Kanan is registered in 13 states and holds the Series 6, Series 26, and Series 63 licenses. Kanan's primary focus is providing portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/28/2013 - Present
PFS Investments Inc. (PARSIPPANY NJ)
BC
Issued 01/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kanan Sarveiya is the right advisor for you? Invested Better is here to help.
