Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandeep? Claim Your ProfileSandeep Madhavlal Pandya is an investment advisor representative currently registered with SP Asset Management LLC and is licensed to provide investment advice in California, New York and Texas. Sandeep has been with SP Asset Management LLC since March of 1995. Sandeep has passed the Series 65 and Series 2 exams. Sandeep is also the president and owner of Pandya Insurance Services LLC and a general partner of SP-Accolade SPV, LP. SP Asset Management LLC is a registered investment advisor headquartered in Cupertino, California.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/22/2023 - Present
SP Asset Management LLC (CUPERTINO CA)
IA
Issued 06/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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