Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sagar? Claim Your ProfileSagar Navrang Shah is a financial advisor who has been in the industry since December 20, 2012. Sagar is registered with Northwestern Mutual Investment Services, LLC, and has a Series 6 and Series 63 license. Sagar's registrations include 28 states and has been active in the industry for over 10 years.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NJ
12/21/2012 - Present
Northwestern Mutual Investment Services, LLC (Red Bank NJ)
BC
Issued 05/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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