Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharanjit? Claim Your ProfileSharanjit Cheema is a financial professional registered with the state of Oregon and is an active advisor at D.a. Davidson & Co. Sharanjit is a licensed investment advisor representative with a broad range of expertise. Sharanjit’s investment advisory services include financial planning, pension consulting, educational seminars, and portfolio management. Sharanjit specializes in serving high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Sharanjit has several certifications including the Series 63, Series 86, Series 87, and the SIE.
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
OR
09/26/2023 - Present
D.a. Davidson & Co. (PORTLAND OR)
BC
Issued 04/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/13/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Sharanjit Cheema is the right advisor for you? Invested Better is here to help.
