Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandeep? Claim Your ProfileSandeep Varma is a financial advisor with over 30 years of experience. Sandeep is registered with Avantax Advisory Services and ATS Wealth Management. Sandeep has a strong background in financial planning, investment management, and insurance. Sandeep is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Sandeep serves clients in San Diego, California, and across the United States.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
05/05/2022 - Present
Avantax Advisory Services (SAN DIEGO CA)
CA
10/20/2015 - 05/06/2022
FSC SECURITIES CORPORATION (SAN DIEGO CA)
CA
03/06/1995 - 11/17/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
MN
04/24/1990 - 03/15/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1990 - 03/15/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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