professional profile
Shweta Nand Agarwal, CFP
Overview
Shweta Nand Agarwal is an insurance agent, a registered representative and an investment adviser representative based in CA, with 18 years in the industry.
- Years in the industry
- 18
- States licensed
- 3
- States registered
- 12
- Carrier appointments
- 1
Contact
1 business email and 2 phone numbers on file
Registrations and licenses
- Licensed in 3 states
- Registered in 12 states
3 lines of authority, with every state and its dates
Firms
- Sanctuary Securities, Inc.Current firm
- Sanctuary Advisors, LLCCurrent firm
Employment history since 2008
Carriers
1 active carrier appointment
Book and practice
Firm assets under management on file
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