Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simran? Claim Your ProfileSimran Bajaj is a registered Investment Advisor Representative with Coldstream Wealth Management. Simran has over 15 years of experience in the financial services industry. Simran specializes in providing financial planning, portfolio management, and pension consulting services. Simran is a registered representative of Coldstream Wealth Management in Washington. Previously, Simran was employed at AXA Advisors, LLC from 2006 to 2011. Simran holds the Series 7, 65, and 66 licenses.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
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2
WA
09/30/2021 - Present
Coldstream Wealth Management (BELLEVUE WA)
CA
11/10/2006 - 03/07/2011
AXA ADVISORS, LLC (WOODLAND HILLS CA)
IA
Issued 09/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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