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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajvinder? Claim Your ProfileRajvinder Budwal has been in the financial services industry since January 1994. Rajvinder Budwal is currently an Investment Advisor Representative with Osaic Wealth, Inc. Rajvinder Budwal has also previously worked with Sagepoint Financial, Inc., Sunamerica Securities, Inc., WMA Securities, Inc., and InterSecurities, Inc. Rajvinder Budwal is registered with FINRA and is licensed in Arizona, California, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Missouri, Nebraska, Nevada, New Jersey, New York, Oklahoma, Oregon, Pennsylvania, Texas, and Washington. Rajvinder Budwal specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
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
09/01/2023 - Present
Osaic Wealth, Inc. (SAN JOSE CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN JOSE CA)
AZ
01/22/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
06/06/1994 - 01/23/2001
WMA SECURITIES, INC. (DULUTH GA)
FL
01/19/1994 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 06/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 12/21/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/19/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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