Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sanjay? Claim Your ProfileSanjay Sachdeva is a financial advisor who has been in the industry since 1996. Sanjay is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2015. Sanjay specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. He holds the Series 7, Series 63, and Series 65 licenses and is a Certified Financial Planner. Sanjay has a strong background in tax and accounting, which he uses 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.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (LOS ANGELES CA)
CA
01/12/2001 - 12/31/2014
PROEQUITIES, INC. (CHATSWORTH CA)
CA
09/08/1999 - 01/05/2001
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
FL
05/08/1996 - 09/08/1999
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IA
Issued 05/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sanjay Sachdeva is the right advisor for you? Invested Better is here to help.
