Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amit? Claim Your ProfileAmit Rajendrakumar Thakkar is a financial professional with over 10 years of experience in the financial services industry. Amit is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with Edward Jones and Wells Fargo Advisors, LLC. Amit specializes in providing financial planning and investment consulting services to individuals and businesses. Amit holds several securities licenses including Series 7, 6, 63 and 65. Amit has a strong track record of helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
02/08/2018 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA MD)
MD
03/24/2017 - 11/15/2017
EDWARD JONES (CROWNSVILLE MD)
MD
11/28/2012 - 03/21/2017
WELLS FARGO CLEARING SERVICES, LLC (SEVERNA PARK MD)
IA
Issued 08/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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