Sanjay Pawar, CFP®, CFA®

Conshohocken, Pennsylvania, 19428

Member Since 2009

Provide the highest standard of advice in Investment Management, Retirement planning, Estate Planning, Risk Management, Qualified Plans etc

My Location

Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Commissions (Insurance)
- Investment Services: Asset-based fee, Fixed fee
Primary Custodian(s)
- Ameriprise Financial Services Inc.
Types of Financial Reports
- Performance Report (Monthly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them

Registration & Licensing
- CRD/IARD Number: 4747958
- Securities Registrations: Series 7, Series 6, Series 66
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Ameriprise Financial Services Inc.
- Broker/Dealer: Ameriprise Financial Services Inc.
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View Statement
  Advisor is licensed/registered to do business with U.S. residents only in the states of Pennsylvania, New Jersey, New York and Texas.

Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Insurance
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Hedge Fund, Derivatives, Commodities, Currencies, REITs, Equity, Limited Partnerships, Exchange Traded Funds, Bonds
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health

Visit Website - http://www.ameripriseadvisors.com/sanjay.k.pawar

By Sanjay Pawar