Hetal L. Saki
Professional summary
Hetal Lilish Saki, who also goes by Hetal Rajendra Gandhi, Hetal L Saki, is a registered financial advisor currently at AMC WEALTH MANAGEMENT, LLC located in Fremont, California.
Hetal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Hetal has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Hetal Lilish Saki's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 16, 2025 - Present
AMC WEALTH MANAGEMENT, LLC
September 30, 2022 - June 27, 2024
CITIZENS SECURITIES, INC.
January 28, 2022 - June 27, 2024
CITIZENS SECURITIES, INC.
April 6, 2021 - January 31, 2022
MARINER WEALTH
April 5, 2019 - March 16, 2021
BAKERAVENUE
February 19, 2016 - March 28, 2019
GATES PASS ADVISORS, LLC
May 25, 2011 - December 13, 2013
SECURIAN FINANCIAL SERVICES, INC.
December 10, 2010 - March 3, 2011
NEW ENGLAND SECURITIES
July 27, 2009 - October 5, 2009
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/16/2025)
Exams
Series 7TO
Date: 9/29/2022
General Securities Representative ExaminationCurrent Firm
AMC WEALTH MANAGEMENT, LLC
CRD#: 308157 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 199 |
| AUM (Assets Under Management) | $ 74,696,044 |
Red Flags
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