Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kumud? Claim Your ProfileKumud Gandhi is a financial advisor with over 30 years of experience in the industry. Kumud is registered with Cambridge Investment Research Advisors, Inc. and holds Series 6, 22, and 63 licenses. Kumud has been with Cambridge since 2012. Prior to that, Kumud worked for H.D. VEST INVESTMENT SERVICES for over 25 years. Kumud specializes in providing financial planning services to individuals, businesses, and charitable organizations. Kumud also offers portfolio management services, market timing services, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
10/01/2012 - Present
Cambridge Investment Research Advisors, Inc. (GARNET VALLEY PA)
PA
11/26/1986 - 10/01/2012
H.D. VEST INVESTMENT SERVICES (GARNET VALLEY PA)
BC
Issued 12/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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