Best Investors Account Sign in
Inactive

Sandeep Singh Saini

Planvest Financial, Inc.

Gaithersburg, MD

Claim This Profile
Current Employers
Planvest Financial, Inc.

9711 Washingtonian Blvd, Suite Suite 550, Gaithersburg, MD 20878 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-20
  • MD RA
    APPROVED
    Since 2025-01-20

Branch Locations

9711 Washingtonian Blvd, Suite Suite 550, Gaithersburg, MD 20878 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Public Health Services / Fda Silver Springs MD 04/2002 09/2024
Ssi Education Dba The Goddard School Herndon VA 07/2014 09/2020
Planvest Financial, Inc. Gaithersburg MD 01/2025 Present
Retired Herndon VA 09/2024 01/2025
  • 04/2002 → 09/2024
    Us Public Health Services / Fda
    Silver Springs, MD
  • 07/2014 → 09/2020
    Ssi Education Dba The Goddard School
    Herndon, VA
  • 01/2025 → Present
    Planvest Financial, Inc.
    Gaithersburg, MD
  • 09/2024 → 01/2025
    Retired
    Herndon, VA
Designations
Other Names
  • Sonny Saini

View on SEC IAPD

Other Firms

SHERMAN WEALTH MANAGEMENT LLC
PRIVATE CLIENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
SERENE FINANCIAL SOLUTIONS

Other Investors

BRADLEY L SHERMAN
Ashley Rose Perlmutter
MARGUERITA MARIA CHENG
ROBERT ALAN KARCZ
ANITA ACEVEDO
LEI SHI
I SHIUAN LEE
Yu-Huang Lee

Other Offices

SHERMAN WEALTH MANAGEMENT LLC · GAITHERSBURG, MD
PRIVATE CLIENT SERVICES, LLC · Gaithersburg, MD
COMMONWEALTH FINANCIAL NETWORK · Gaithersburg, MD
PFS INVESTMENTS INC. · GAITHERSBURG, MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · GAITHERSBURG, MD
CHARLES SCHWAB & CO., INC. · Gaithersburg, MD
WELLS FARGO CLEARING SERVICES, LLC · GAITHERSBURG, MD
SERENE FINANCIAL SOLUTIONS · GAITHERSBURG, MD

More in Gaithersburg, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor