Bikram Singh Saluja

About Bikram Singh Saluja

Bikram Singh is a Senior Financial Advisor located in the Southern Division of Wells Fargo Advisors with more than 15 years of experience in financial services. In his work with high-net-worth clients, Bikram is passionate about wealth planning and building long-term, trusted relationships to enhance their financial well-being.He assists them in effectively managing their wealth, first by identifying each client\'s unique goals and then by coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals. On the path to helping a client achieve their financial objectives, Bikram views his role as serving as an integral member of a client\'s advisory team in every step of the way.Bikram Values working with a small group of clients in order to provide a curated experience to best fit their goals across multiple generations, and he specializes in personal/business transition planning, investment management, and family dynamics. As an organization that puts the client first, Wells Fargo Advisors has formalized approaches to both the art and science aspects of the wealth management journey.Bikram earned his Masters degree in Business Administration from The University of Dallas in Irving, TX and Bachelors in Finance and Investments from The City University of New York- Lehman College in New York. He Also has Associates Degree in Computer Information Systems from The State University of New York in Valhalla, NY and Applies his technical aptitude in his practice. Active in his community, Bikram likes volunteering his time to financially educate & share his life experiences with members in the community.This information is intended for use by residents of CA, CO, FL, IN, MI, NY, OK, SC, and TX and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. First Vice President - Investments

   Wells Fargo Advisors

   Sep 2021 — Present · Dallas, TX, US

Education

• Lehman College

  Bachelor of Business Administration (BBA), Finance and Investments

  2007 — 2010

• The University of Dallas

  MBA, Strategic Management

  2014 — 2017

Skills

• Leadership
• Mortgage Lending
• Financial Accounting
• Customer Service
• Business Analysis
• Finance
• Financial Analysis
• Regulatory Compliance
• Finra
• Management
• Auditing
• Investments
• Business Development
• Strategic Planning
• Risk Management