Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mandir? Claim Your ProfileMandir Ramesh Nagdev is an Investment Advisor Representative associated with Mariner Independent Advisor Network, LLC since June 2019. Mandir has been in the financial services industry since December 2002. Previously, Mandir worked at LPL Financial LLC since January 2017, and before that, Mandir worked at Wells Fargo Clearing Services, LLC since November 2016 and Wells Fargo Advisors LLC since January 2011. Mandir has a Series 66 license and has also passed the Series 7 and SIE examinations. Mandir is registered to provide investment advice in Arizona, California, Florida, Oregon, Texas, and Washington.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/03/2021 - Present
Mariner Independent (Sacramento CA)
CA
01/03/2011 - 01/25/2017
WELLS FARGO CLEARING SERVICES, LLC (LOS GATOS CA)
CA
03/25/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS GATOS CA)
CA
03/07/2003 - 03/15/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
10/16/2002 - 01/02/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 11/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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