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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robinder? Claim Your ProfileRobinder Saggu is a financial advisor based in Newport Beach, CA. Robinder has been in the financial services industry since 2006, and is currently registered with Corient, where Robinder is a Registered Investment Advisor Representative. Prior to joining Corient, Robinder worked at Goldman, Sachs & Co. in New York, NY. Robinder holds a Series 3, 7, and 66 securities license as well as the SIE exam. Robinder also holds the Chartered Financial Analyst designation.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
11/14/2022 - Present
Corient (NEWPORT BEACH CA)
NY
10/23/2006 - 07/21/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 10/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2006
Series 3 - National Commodity Futures Examination
Active
Inactive
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