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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandeepkumar? Claim Your ProfileSandeepkumar Mangubhai Patel is a financial advisor with over 25 years of experience. Sandeepkumar has been a registered representative since 1997. Sandeepkumar's current firm is Osaic Wealth, Inc. Sandeepkumar provides financial planning and investment advisory services to a variety of clients, including individuals, families, businesses, and retirement plans. Sandeepkumar is committed to providing his clients with personalized and comprehensive financial advice. Sandeepkumar is dedicated to helping his 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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (GOSHEN NY)
NY
10/20/2017 - 06/14/2024
SECURITIES AMERICA, INC. (GOSHEN NY)
NY
04/30/2014 - 10/27/2017
NATIONAL PLANNING CORPORATION (GOSHEN NY)
NY
09/03/2013 - 05/01/2014
CETERA ADVISOR NETWORKS LLC (SUFFERN NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SUFFERN NY)
NY
07/31/1999 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
08/06/1997 - 11/12/1998
AMERIPROP, INC. (MELVILLE NY)
IA
Issued 01/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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