Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parag? Claim Your ProfileParag Sanghani is a financial advisor with over 15 years of experience in the industry. Parag has a strong background in investment management and has held positions at several prominent firms, including Raymond James & Associates, Inc., Telemus Investment Brokers, LLC, and most recently Westwood Management Corp. Parag is a Chartered Financial Analyst and holds the Series 63, SIE, Series 86, Series 87, and Series 7 licenses. Parag provides a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio advice and licensing
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
05/01/2023 - Present
Westwood Management Corp. (DALLAS TX)
TX
07/04/2008 - 06/17/2009
TELEMUS INVESTMENT BROKERS, LLC (HOUSTON TX)
TX
09/17/2004 - 09/20/2006
RAYMOND JAMES & ASSOCIATES, INC. (HOUSTON TX)
BC
Issued 10/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/20/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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