Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manjinder? Claim Your ProfileManjinder Sahota is an investment advisor representative at Fidelity Personal And Workplace Advisors, registered in California and Texas. Manjinder has been working in the financial services industry since January 1, 2015. Manjinder previously worked at BBVA Securities Inc., Unionbanc Investment Services, LLC and J.P. Morgan Securities LLC. Fidelity Personal And Workplace Advisors is a large firm with offices in Boston, Massachusetts and serves a variety of clients, including high-net-worth individuals, corporations, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (SACRAMENTO CA)
CA
10/25/2017 - 02/26/2020
BBVA SECURITIES INC. (SACRAMENTO CA)
CA
05/24/2016 - 08/09/2017
UNIONBANC INVESTMENT SERVICES, LLC (GALT CA)
CA
08/22/2014 - 04/14/2016
J.P. MORGAN SECURITIES LLC (SACRAMENTO CA)
BOTH
Issued 11/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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