GP
CFP
GP
CFP

Gaurang Pandya

7 Years of Experience
Martinsville, NJ
BrokerSells Insurance

Gaurang Pandya is a CFP-designated registered investment advisor, based in Martinsville, NJ, with 7 years of industry experience.

Location

792 Chimney Rock Rd, St D, Martinsville, NJ, 08836

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Gaurang owns multiple rental properties and is a notary public. He also sells fixed insurance products through Allied Wealth Partners, volunteers with AARP and the CFP Board, and serves on the advisory board for Intellect, Mind & Talent Management Innovations LLC, and is on the board of his condo association.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 3 yrs 1 mo
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
April 2020 - August 2023 · 3 yrs 4 mos
Securian Financial Services, INC.Broker
January 2020 - August 2023 · 3 yrs 7 mos
American Express Financial Advisors INC.Broker
November 1990 - October 1991 · 11 mos
Ids Life Insurance CompanyBroker
November 1990 - October 1991 · 11 mos
State Registrations6 states
AZFLNJNYPAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gaurang Pandya - Financial Advisor | TrueAdvisor