Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vikas? Claim Your ProfileVikas Goel is a registered investment advisor representative with Westpark Capital, Inc. Vikas has been in the financial industry since 2002. Vikas currently holds registrations with the states of Arizona, California, Massachusetts, and Texas. Vikas Goel is also registered with FINRA. Vikas Goel is a dedicated financial professional with a focus on providing financial planning and portfolio management services.
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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2
CA
10/05/2016 - Present
Westpark Capital, Inc. (Irvine CA)
CA
11/07/2011 - 07/20/2016
NEWPORT COAST SECURITIES, INC. (IRVINE CA)
CA
06/30/2009 - 09/13/2011
LPL FINANCIAL LLC (ORANGE CA)
CA
05/02/2009 - 07/07/2009
CHASE INVESTMENT SERVICES CORP. (ANAHEIM HILLS CA)
CA
12/21/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (ANAHEIM HILLS CA)
CA
06/29/2004 - 12/16/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/10/2003 - 06/24/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
11/27/2002 - 05/13/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
06/04/2001 - 06/17/2002
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
IA
Issued 04/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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