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Ravdeep S. Bhasin

GLOBAL ADVISORS
MILPITAS, CA 95035
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CRD#: 7407441
RB

Professional summary


Ravdeep Singh Bhasin, who also goes by Ravdeep Bhasin, Ravi Bhasin, is a registered financial advisor currently at GLOBAL ADVISORS, LLC located in Milpitas, California.

Ravdeep is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ravdeep has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ravdeep Bhasin | Ravi Bhasin

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.
Global Advisors, LLC; licensed insurance agent/ tax preparer/immigration consultant/ financial consultant/ notary public; San Jose, CA; 09/2023; 16 hrs per month; 4 during trading.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ravdeep Singh Bhasin'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®
None

Experience


Current

February 16, 2024 - Present

GLOBAL ADVISORS, LLC

Office #1: 168 South Hillview Drive, Milpitas, CA 95035
RIA
CRD#: 327425
MILPITAS, CA
Past

December 8, 2021 - April 27, 2022

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
SAN JOSE, CA

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
California
(2/16/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/7/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/8/2021
General Securities Representative Examination
General Industry/Product Exam

Current Firm


GA
GLOBAL ADVISORS, LLC
GLOBAL ADVISORS, LLC

CRD#: 327425 / SEC#:

California
Registered Investment Advisory firm - (2/16/2024 Approved)
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Contact information


Main Address
168 South Hillview Drive, Milpitas, CA 95035
Mailing Address
Phone number
(408) 613-3876
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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 ADVISORS, LLC

CRD#: 327425Milpitas, CA 95035

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