Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sachin? Claim Your ProfileSachin Borde is an investment advisor representative with Belpointe Asset Management LLC. Sachin has experience in the financial services industry since 2004. Sachin has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chicago Investment Group, LLC, National Securities Corporation and Continental Broker-Dealer Corp. Sachin is licensed in Florida.
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.
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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NV
12/03/2023 - Present
Belpointe Asset Management LLC (RENO NV)
FL
04/18/2007 - 10/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
NJ
08/23/2005 - 11/14/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERSEY CITY NJ)
IL
04/21/2005 - 08/03/2005
CHICAGO INVESTMENT GROUP, LLC (CHICAGO IL)
FL
02/26/2004 - 04/15/2005
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
01/28/2004 - 01/30/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 12/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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