Unclaimed
Vijay Kumar Khetarpal is a financial advisor with over 39 years of experience in the financial services industry. Vijay is currently registered with Osaic Wealth, Inc. and is a Certified Financial Planner and a Chartered Financial Consultant. He holds a Series 6, 7, 22, 63, and 65 license. Vijay has worked with various firms throughout his career, including SIGNATOR INVESTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY and NYLIFE SECURITIES INC.
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
VA
11/02/2018 - Present
Osaic Wealth, Inc. (VIENNA VA)
VA
03/19/1996 - 11/02/2018
SIGNATOR INVESTORS, INC. (VIENNA VA)
MA
03/19/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
06/21/1984 - 02/22/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Vijay Khetarpal is the right advisor for you? Invested Better is here to help.