Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahnik? Claim Your ProfileMahnik Singh Puri is a financial advisor based in Westlake Village, California. Mahnik has been a registered representative for over 10 years and has worked with Farmers Financial Solutions, LLC since December 2019. Prior to joining Farmers Financial Solutions, LLC, Mahnik worked for VALIC Financial Advisors, Inc. and Pruco Securities, LLC. Mahnik has a Series 6, Series 63, Series 6TO, and SIE license. Mahnik specializes in providing financial advice to individuals and families.
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
12/11/2019 - Present
Farmers Financial Solutions, LLC (Westlake Village CA)
CA
01/28/2019 - 12/13/2019
VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)
CA
04/19/2013 - 01/30/2017
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
BC
Issued 01/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mahnik Puri is the right advisor for you? Invested Better is here to help.
