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Archana Kakani

National Financial Services LLC

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About Archana Kakani

Archana Kakani is a financial professional with over 27 years of experience in the industry. Archana is currently registered with National Financial Services LLC in Westlake, TX. Previously, Archana worked at Fidelity Brokerage Services LLC in Westlake, TX and Scottsdale, AZ. She is also a Series 6, 7, and 63 licensed representative.

Firm Information

Archana Kakani is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Archana Kakani’s Registration & Firm History

TX

02/04/2022 - Present

National Financial Services LLC (WESTLAKE TX)

TX

03/30/2020 - 05/31/2022

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

06/26/2017 - 05/19/2020

NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)

TX

04/04/2013 - 05/19/2017

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

AZ

06/18/2010 - 03/20/2013

J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)

AZ

11/17/2009 - 05/25/2010

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

TX

12/11/2007 - 04/20/2009

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

02/21/2001 - 05/14/2007

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

RI

09/02/1993 - 11/30/2000

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 03/11/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/1994

Series 7 - General Securities Representative Examination

BC

Issued 09/01/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Archana Kakani.
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