Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saurav? Claim Your ProfileSaurav Bhattacharyya is a financial advisor with Vanderbilt Advisory Services. Saurav is a registered investment advisor representative in Iowa and Texas. Saurav has been in the financial services industry since December 2007. Before joining Vanderbilt Advisory Services, Saurav was a financial advisor at Cambridge Investment Research, Inc. and Principal Securities, Inc. Saurav holds the Series 6, 7, 63 and 65 licenses. Saurav has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations and charitable organizations. Saurav is committed to helping 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.
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
IA
10/26/2020 - Present
Vanderbilt Advisory Services (WEST DES MOINES IA)
IA
12/07/2018 - 11/03/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (WEST DES MOINES IA)
IA
01/01/2008 - 12/19/2018
PRINCIPAL SECURITIES, INC. (WEST DES MOINES IA)
IA
Issued 02/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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