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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nishant? Claim Your ProfileNishant K. Pandya is a financial advisor with over 20 years of experience in the industry. Nishant has a broad range of experience working with individuals, high-net-worth individuals, corporations, and pension and profit sharing plans. Nishant currently works at Buckingham Strategic Wealth, LLC and The Colony Group, LLC, both of which are reputable investment firms. Nishant has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Nishant is also a Registered Representative, which allows them to provide investment advice to clients.
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
07/02/2020 - Present
Buckingham Strategic Wealth, LLC (San Jose CA)
CA
10/29/2018 - 06/08/2020
FORESIDE FINANCIAL SERVICES, LLC (San Jose CA)
CA
01/11/2002 - 10/29/2018
LORING WARD SECURITIES INC. (San Jose CA)
BOTH
Issued 03/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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