Unclaimed
Amita Chinnadurai is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Amita has been in the industry since 2013 and holds Series 7, 99TO, 24, and 65 licenses. Amita has been with Wells Fargo Advisors Financial Network, LLC since 2022. Amita is also a Treasurer and Finance Committee Chair for the St. Louis Public Schools Foundation. Amita specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Amita offers financial planning, portfolio management, and investment consulting services.
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
MO
10/14/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
01/06/2021 - 06/22/2022
EDWARD JONES (ST. LOUIS MO)
MO
11/11/2016 - 01/05/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
12/21/2012 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
IA
Issued 10/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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