Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Asoka? Claim Your ProfileAsoka Weeraratne has been in the financial services industry since 1995. Asoka is currently registered with the state of Washington and Oregon as an Investment Advisor Representative. Asoka is also a Registered Representative and holds several securities licenses including the Series 7, Series 63, Series 72, Series 99TO, and the SIE. Asoka has worked with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC, as well as Purshe Kaplan Sterling Investments. Currently, Asoka is an advisor with UTA LLC. Asoka provides financial planning and portfolio management services to individuals, corporations and high-net-worth individuals. Asoka has a long track record of success in 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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
WA
07/30/2021 - Present
UTA LLC (Vancouver WA)
WA
07/30/2021 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (Vancouver WA)
WA
01/03/2011 - 08/05/2021
WELLS FARGO CLEARING SERVICES, LLC (VANCOUVER WA)
OR
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
CA
08/19/1996 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
08/18/1995 - 08/19/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
05/19/1995 - 11/17/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 04/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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