Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saro? Claim Your ProfileSaro Gahima is a financial advisor with Bogart Wealth, LLC. Saro has been in the industry since August 2018. Saro has a Series 6, Series 7TO, Series 63 and Series 66 securities licenses. Saro is currently registered in Virginia as an Investment Advisor Representative. Prior to joining Bogart Wealth, LLC, Saro was a financial advisor at Morgan Stanley.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
VA
04/07/2024 - Present
Bogart Wealth, LLC (MCLEAN VA)
VA
08/05/2019 - 03/07/2024
MORGAN STANLEY (Mclean VA)
DC
08/31/2018 - 08/06/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WASHINGTON DC)
BOTH
Issued 02/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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