Unclaimed
Amin Allauddin Kotadia is a financial advisor registered with Archer Investment Corp. in Indiana, and has been in the financial services industry for over 15 years. Amin is also registered in Texas. Amin is a Certified Public Accountant and has a background in tax preparation and accounting. Amin specializes in portfolio management for individuals, investment companies, and businesses. Amin has a significant number of clients, and manages assets for over 3,800 accounts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
TX
05/09/2019 - Present
Archer Investment Corp. (Hurst TX)
TX
10/18/2004 - 11/15/2017
HD VEST INVESTMENT SERVICES (HURST TX)
NY
10/28/2003 - 10/25/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
TX
01/13/2003 - 09/24/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 02/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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