Sameer
Gupta
Vuefolio, Inc
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About this Advisor
Sameer Gupta is a financial advisor based in Palo Alto, California, working with Vuefolio, Inc. Sameer has previously held a position at Lindamar Capital, LLC. Sameer has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Sameer is part of Vuefolio, Inc, which operates out of Palo Alto, California. The firm has 2 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars, and other services. The fee structure at Vuefolio, Inc includes hourly and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vuefolio, Inc Brokerage Details
2
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Sameer Gupta Work History
Lindamar Capital, LLC
Disclosures
Please visit the SEC profile of Sameer Gupta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vuefolio, Inc
Palo Alto, CA
Palo Alto, CA
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