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Nilima Agrawal

Sagepoint Financial, Inc.

Financial Planner in San Jose, CA

Address:
315 Piercy Rd
San Jose, CA 95138
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About Nilima Agrawal

Nilima Agrawal is a financial professional at Sagepoint Financial, Inc. located in San Jose, California. Nilima Agrawal holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Nilima Agrawal provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Nilima Agrawal
315 Piercy Rd
San Jose, CA 95138

Phone Number: Click to Show
Website:

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