Sajal ShresthaCRD Number: 6288740
Current Firm: Msi Financial Services, Inc.
Sajal Shrestha (CRD# 6288740) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Metlife Securities||St. Louis, MO||Jun 2014 - Current||3|
|Country Capital Management Company||Bloomington, IL||Jan 2014 - Jun 2014||< 1|
|Unemployed||St Louis, MO||Nov 2013 - Jan 2014||< 1|
|Liberty Mutual Insurance||St Louis, MO||Jan 2011 - Oct 2013||2|
|Best Buy||Ballwin, MO||Jul 2011 - Dec 2011||< 1|
|Best Buy||Cape Girardeau, MO||Aug 2007 - Jun 2011||3|
|Baer And Edington LLC||Jackson, MO||Dec 2010 - Apr 2011||< 1|
|Southeast Missouri State University||Cape Girardeau, MO||Jan 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Feb 2014|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, 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, VT, WA, WI, WV