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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sameer? Claim Your ProfileSameer Yashwant Phadke is a registered investment advisor representative with SCF Investment Advisors, Inc., a firm that provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. Sameer has been in the financial industry since 2007 and has a background in both securities and insurance. Sameer holds a Series 7, Series 66, and SIE licenses. He has worked with several firms throughout his career, including LPL Financial LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Sameer is a dedicated advisor who works to provide personalized investment advice to help clients achieve their financial goals.
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
CA
03/31/2014 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
PA
08/24/2010 - 04/07/2014
LPL FINANCIAL LLC (WHITEHALL PA)
PA
06/01/2009 - 05/19/2010
MORGAN STANLEY SMITH BARNEY (ALLENTOWN PA)
PA
08/30/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALLENTOWN PA)
PA
08/08/2006 - 06/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CENTER VALLEY PA)
BOTH
Issued 08/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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