Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vishindas? Claim Your ProfileVishindas Mahtani is a registered investment advisor representative with PFS Investments Inc., currently active in Florida and Texas. Vishindas Mahtani has been in the industry since 2010 and is experienced with individual portfolio management. Vishindas Mahtani is also registered with several other states for securities business including Connecticut, Florida, New Jersey, New York, and Texas. In addition to working with PFS Investments Inc. Vishindas Mahtani may also work part-time selling investment-related products, loan products and home-related services for other PFS Investments Inc. affiliates.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
07/09/2024 - Present
PFS Investments Inc. (WAYNE NJ)
GA
06/15/2004 - 10/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
01/12/2001 - 05/01/2002
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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