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SA

Sohan Aggarwal

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CRD#: 2081001
SA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sohan Aggarwal was a registered financial professional .

Sohan is a previously registered financial professional and started their career in finance in 1991. Sohan had worked at 10 firms and has passed the Series 66, Series 63, Series 3, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 22, 2010 - December 31, 2015

GLOBAL INVESTMENT STRATEGIES CORP

RIA
CRD#: 153942
ROCKVILLE, MD
Past

February 2, 2010 - June 24, 2010

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
ROCKVILLE, MD
Past

April 21, 2003 - December 31, 2009

BENTLEY-LAWRENCE SECURITIES, INC.

BD
CRD#: 13174
ROCKVILLE, MD
Past

September 23, 1999 - April 21, 2003

U.S. SECURITIES & FUTURES CORP.

BD
CRD#: 36045
NEW YORK, NY
Past

June 6, 1995 - August 31, 1999

BENTLEY-LAWRENCE SECURITIES, INC.

BD
CRD#: 13174
TROY, MI
Past

May 5, 1995 - May 31, 1995

LOMBARD SECURITIES INCORPORATED

BD
CRD#: 27954
BALTIMORE, MD
Past

September 23, 1994 - June 20, 1995

ALARON SECURITIES CORPORATION

BD
CRD#: 31261
CHICAGO, IL
Past

July 26, 1994 - September 19, 1994

GLOBAL STRATEGIES GROUP, INC.

BD
CRD#: 27414
NEW YORK, NY
Past

March 16, 1994 - June 17, 1994

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

March 23, 1993 - December 7, 1993

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

February 8, 1993 - February 20, 1993

WASHINGTON INVESTMENT CORPORATION

BD
CRD#: 25727
WASHINGTON, DC
Past

August 26, 1992 - November 4, 1992

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

January 7, 1991 - November 11, 1991

BENTLEY-LAWRENCE SECURITIES, INC.

BD
CRD#: 13174
TROY, MI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/8/2010
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GI
GLOBAL INVESTMENT STRATEGIES CORP
GLOBAL INVESTMENT STRATEGIES CORP

CRD#: 153942 / SEC#:

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Contact information


Main Address
Stow, OH
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GLOBAL INVESTMENT STRATEGIES CORP

CRD#: 153942

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