Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Uma? Claim Your ProfileUma Khandkar is a financial advisor registered with Stonebriar Wealth, LLC and is based in Lehi, UT. Uma has been in the financial industry for over 12 years and specializes in providing financial planning and portfolio management services for individuals. Uma is also a licensed real estate agent, giving her a unique perspective on the needs of her clients. She has a strong understanding of both the financial and real estate markets.
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.
Helps you choose top advisors aligned with your financial goals.
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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UT
07/11/2024 - Present
Stonebriar Wealth, LLC (LEHI UT)
UT
05/13/2021 - 06/10/2024
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 12/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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