Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sagar? Claim Your ProfileSagar Sheth is an investment advisor representative with Lido. Sagar has been in the industry since 2018. They currently hold Series 66 and Series 7 licenses as well as the SIE. Sagar is also registered in California and Illinois. Sagar specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Sagar has previously worked at Charles Schwab & Co., Inc., TD Ameritrade, Inc., Fidelity Brokerage Services LLC, and Morgan Stanley. Sagar is also a partner in PBRH Lindenhurst LLC, a food and beverage production company, and owns a rental property.
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.
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.
Strategic management for diversified investment portfolios.
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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CA
02/07/2024 - Present
Lido (LOS ANGELES CA)
IL
08/17/2021 - 01/09/2024
CHARLES SCHWAB & CO., INC. (Schaumburg IL)
IL
09/30/2022 - 12/20/2023
TD AMERITRADE, INC. (Schaumburg IL)
IL
07/11/2019 - 06/15/2021
FIDELITY BROKERAGE SERVICES LLC (OAK BROOK IL)
IL
10/26/2018 - 07/08/2019
MORGAN STANLEY (DEERFIELD IL)
BOTH
Issued 11/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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