Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Varun? Claim Your ProfileVarun Agarwal is a financial advisor who specializes in investment banking and portfolio management. Varun has been in the industry for over 2 years. Currently, Varun is registered with J.P. Morgan Securities LLC. Previously, Varun worked at Piper Sandler & Co. Varun has a Series 63, SIE, and Series 79TO license.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
11/21/2023 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
08/08/2022 - 11/17/2023
PIPER SANDLER & CO. (SAN FRANCISCO CA)
BC
Issued 07/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2022
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Varun Agarwal is the right advisor for you? Invested Better is here to help.
