Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Romil? Claim Your ProfileRomil Bhagat is an investment advisor representative with Private Portfolio Partners, LLC. Romil has been in the industry since 1992. Romil is registered in California, Connecticut, New Hampshire, New Jersey, New York and Texas. Romil specializes in providing investment advisory services through Private Portfolio Partners, LLC, an independent investment advisor firm. Romil also provides financial planning services. Romil's office is located at 461 From Road, Suite 385, Paramus, NJ 07652.
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.
Solicitation/referral and consulting services
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.
1
2
NJ
11/29/2022 - Present
Private Portfolio Partners, LLC (PARAMUS NJ)
FL
05/24/2002 - 10/29/2004
INVESTACORP, INC. (MIAMI FL)
IL
11/08/1996 - 04/30/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
07/10/1991 - 05/01/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/10/1991 - 05/01/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Romil Bhagat is the right advisor for you? Invested Better is here to help.
