Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vishal? Claim Your ProfileVishal Gaur is a financial advisor with over 25 years of experience in the financial industry. Vishal has a broad range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. Vishal holds Series 6, 7, and 63 licenses, as well as the SIE exam. Vishal is a Chartered Financial Consultant (ChFC). Vishal currently works with Private Advisor Group, LLC, and is also affiliated with LPL Financial. Vishal provides a variety of financial services, including financial planning, investment management, and retirement planning.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
01/23/2014 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
12/11/2009 - 01/23/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (GLENSIDE PA)
PA
10/31/2001 - 12/17/2009
WELLS FARGO ADVISORS, LLC (NEWTOWN SQUARE PA)
MA
07/19/1993 - 09/14/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/19/1993 - 09/14/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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