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Saket Sengar

Saket Sengar

BETTER FINANCIAL SERVICES | Financial Advisor
FEDERAL WAY, WA 98003
Some features on this profile are disabled
CRD#: 5336781
Saket Sengar

Professional summary

Saket Sengar, CFP® is a registered financial advisor currently at BETTER FINANCIAL SERVICES, LLC located in Federal Way, Washington.

Saket is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Saket has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Elder Care
Estate Planning
Retirement Planning
Budgeting
Investment Planning
Social Security Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Saket Sengar's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

July 8, 2024 - Present

BETTER FINANCIAL SERVICES, LLC

Office #1: 31919 6th Ave S Suite A300, Federal Way, WA 98003
RIA
CRD#: 329520
FEDERAL WAY, WA
Past

April 14, 2022 - July 12, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Bellevue, WA
Past

April 14, 2022 - July 12, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Bellevue, WA
Past

January 31, 2017 - April 25, 2022

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
Bellevue, WA
Past

January 10, 2017 - April 25, 2022

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Bellevue, WA
Past

October 9, 2007 - December 15, 2010

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FEDERAL WAY, WA
Past

May 17, 2007 - October 10, 2007

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
PORTLAND, OR

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(7/8/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/31/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/26/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/10/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/6/2006
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BF
BETTER FINANCIAL SERVICES, LLC
BETTER FINANCIAL SERVICES, LLC

CRD#: 329520 / SEC#:

Washington
Registered Investment Advisory firm - (7/8/2024 Approved)
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Contact information

Main Address
31919 6th Ave S Suite A300, Federal Way, WA 98003
Mailing Address
Phone number
(206) 234-7516
Established
Firm type
Fiscal year end
# of Employees
1

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

BETTER FINANCIAL SERVICES, LLC

Financial AdvisorCRD#: 329520Federal Way, WA 98003

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Contact information

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