Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vineer? Claim Your ProfileVineer Bhansali is a financial advisor with over 20 years of experience in the industry. Vineer currently works at Longtail Alpha, LLC as an Investment Advisor Representative and has previously held positions at PIMCO INVESTMENTS LLC and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC. Vineer has a wide range of experience, including working with a variety of clients, including pooled investment vehicles, corporations and individuals. Vineer holds several licenses and designations, including Series 3, SIE, Series 7, Series 63, and Series 65. Vineer is also a member of Western States Aviation, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
Assets under protection; total notional exposure commitment
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2
CA
03/28/2024 - Present
Longtail Alpha, LLC (NEWPORT BEACH CA)
CA
02/14/2011 - 12/28/2015
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
CA
05/31/2000 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
NY
09/25/1998 - 02/17/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
IA
Issued 09/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2016
Series 3 - National Commodity Futures Examination
BC
Issued 12/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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