Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahesh? Claim Your ProfileMahesh Chandra Sachdeva is a financial advisor at Ameriprise Financial Services, LLC and has over 15 years of experience in the financial services industry. Mahesh has worked for a number of firms throughout their career including Transamerica Financial Advisors, Inc, HD Vest Investment Services, and Pruco Securities, LLC. Mahesh's experience and expertise allow them to provide a range of financial services to their clients, including financial planning, asset allocation, and portfolio management.
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.
Asset allocation services
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.
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2
FL
07/02/2020 - Present
Ameriprise Financial Services, LLC (Fort Myers FL)
GA
08/22/2018 - 10/02/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (NORCROSS GA)
GA
11/29/2016 - 07/23/2018
HD VEST INVESTMENT SERVICES (Roswell GA)
GA
01/24/2014 - 12/21/2015
PRUCO SECURITIES, LLC. (ATLANTA GA)
MN
10/05/2009 - 11/07/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MI
09/27/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
GA
07/19/2004 - 07/05/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (ATLANTA GA)
BOTH
Issued 12/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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