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Sandeep Singh Saini
Sonny Saini
CRD#: 8031714
IA
Investment Adviser
PLANVEST FINANCIAL, INC.CRD#: 290306 555 QUINCE ORCHARD ROAD
SUITE 280
GAITHERSBURG, MD 20878
Registration History
AprJulOct2025AprJulOct2026IAPLANVEST FINANCIAL, INC. (CRD# 290306)2025 - Present (<1 year)
License(s)

State Registrations

IA
Maryland 1/20/2025

Current Registration(s)
IA
PLANVEST FINANCIAL, INC. (CRD#:290306)
555 QUINCE ORCHARD ROAD SUITE 280, GAITHERSBURG, MD 20878
Registered with this firm since 1/20/2025

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Disclosures
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