Aryan Manchanda

Current Employers

Employment History

• 10/2016 → 06/2018
  Toys R Us
  Roseville, CA
• 07/2018 → 02/2019
  American Visions Art Gallery
  Folsom, CA
• 09/2018 → 06/2019
  At&T Authorized Retailer
  Roseville, CA
• 05/2019 → 04/2020
  Fountainhead Wealth
  Sacramento, CA
• 05/2021 → 06/2022
  Sacramento Cash And Carry
  Rocklin, CA
• 06/2022 → 01/2025
  Lincoln Financial Advisors
  Sacramento, CA
• 06/2017 → Present
  Sierra College
  Rocklin, CA
• 01/2013 → 12/2017
  Rocklin High School
  Rocklin, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Sacramento, CA

Previous Registrations

• 2023-05-03 → 2025-01-24
  Osaic Fa, Inc.
  Sacramento, CA
  Sacramento, CA

Other Businesses

1. RETIREMENT SECURITY CENTERS POSITION: Financial Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 06/27/2022 ADDRESS: 8880 Cal Center Drive, Suite 220, Sacramento CA 95826, United States DESCRIPTION: Support financial advisors in developing comprehensive financial plans across retirement, investment, insurance, tax, and estate planning areas. Gather, organize, and analyze client data (assets, liabilities, income, expenses, insurance policies, etc.) to create accurate financial profiles. Prepare plan deliverables and reports, including retirement projections, cash flow analyses, and portfolio allocation summaries. Assist in researching investment options and constructing asset allocation models consistent with client risk tolerance and objectives. Draft recommendations and supporting documentation under advisor supervision to ensure compliance with firm and regulatory standards. Coordinate with clients to collect account statements, update beneficiary information, and process service requests (e.g., rollovers, transfers). Utilize financial planning software to model scenarios and track plan progress. Ensure accuracy and completeness of documentation in CRM systems and maintain compliance with firm policies and SEC/FINRA requirements. Participate in client review meetings by preparing summary materials, performance reports, and discussion notes. Collaborate with advisors and operations teams to streamline workflows and improve client experience.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-14