Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sadhna? Claim Your ProfileSadhna Malik is a financial professional with over 20 years of experience in the industry. Sadhna is currently registered with Cetera Investment Advisers LLC and has previously held positions with North Ridge Securities Corp., New England Securities, Nationwide Securities, LLC, 1717 Capital Management Company, MetLife Securities Inc. and Metropolitan Life Insurance Company. Sadhna holds Series 6 and Series 63 licenses and is a registered investment advisor in New York and Texas. Sadhna provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (NORTH BALDWIN NY)
NY
02/19/2014 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (North Baldwin NY)
PA
03/12/2009 - 10/07/2011
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
NY
08/01/2008 - 03/11/2009
NATIONWIDE SECURITIES, LLC (GARDEN CITY NY)
NY
10/29/2003 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (GARDEN CITY NY)
NA
08/24/1990 - 02/11/1994
METLIFE SECURITIES INC.
NA
08/24/1990 - 02/11/1994
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 5/2/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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