Hetal Saki, financial advisor Fremont CA

Hetal Saki

CRD Number: 5403110
Current Firm: Citizens Securities, Inc.

Hetal Saki (CRD# 5403110) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fremont, CA and has over 14 years of experience in the finance industry. Hetal Saki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Citizens Securities, Inc. Westwood, MA Jan 2022 - Current 2
Mariner Wealth Advisors Danville, CA Mar 2021 - Jan 2022 < 1
Baker Avenue Asset Management LP San Francisco, CA Mar 2019 - Mar 2021 2
Gates Pass Advisors, LLC Los Altos, CA Jan 2016 - Mar 2019 3
Unemployed Fremont, CA Oct 2015 - Dec 2015 < 1
Polaris Greyston Financial Group San Rafael, CA Jan 2014 - Sep 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2009
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Hetal L. Saki
Phone Number: 1-800-942-8300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,314
    MILLIONS
  • Total Number of Accounts
    47,222
    ACCOUNTS
  • Average Account Value
    $154,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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