Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sagar? Claim Your ProfileSagar Dave is a registered representative with Bernstein Institutional Services LLC. Sagar Dave is also registered with the state of New York. Sagar Dave has been in the securities industry since 2023. Sagar Dave has passed the Series 63, Series 86, Series 87, Series 7TO, and SIE exams. Bernstein Institutional Services LLC is an investment advisor firm that provides investment advisory services, financial planning, and other services to individuals, businesses, and institutions. Sagar Dave is a valuable asset to Bernstein Institutional Services LLC. Sagar Dave has a strong understanding of the financial markets and a commitment to providing clients with high-quality investment advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
03/29/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
04/17/2023 - 03/29/2024
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 04/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/01/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sagar Dave is the right advisor for you? Invested Better is here to help.
