Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vishal? Claim Your ProfileVishal Saluja is an investment advisor representative with Farther, based in San Francisco, CA. Vishal is a registered investment advisor in California and has a Series 63 and Series 65. Vishal has over 15 years of experience in the financial services industry. Previously, Vishal worked at Columbia Management Investment Distributors, Inc. and Indico Capital. Vishal specializes in providing financial planning, portfolio management for individuals and investment companies. Vishal is also licensed to offer pension consulting 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.
Guidance on pension options to ensure a secure financial future.
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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CA
01/01/2025 - Present
Farther (SAN FRANCISCO CA)
CA
07/24/2006 - 06/13/2013
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MENLO PARK CA)
IA
Issued 06/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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