Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beau geste? Claim Your ProfileBeau Geste D'silva is an investment advisor representative with Retirement Wellness Group, based in Pasadena, CA. Beau has been in the financial services industry for over 6 years, and has a Series 6, 63, and 65 licenses. Beau focuses on retirement planning, pension consulting, and portfolio management for individuals.
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.
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
CA
07/13/2018 - Present
Retirement Wellness Group (PASADENA CA)
CA
10/14/2015 - 05/31/2018
M HOLDINGS SECURITIES, INC. (TORRANCE CA)
CA
07/27/2013 - 09/28/2015
TRANSAMERICA INVESTORS SECURITIES CORPORATION (LOS ANGELES CA)
BC
Issued 03/25/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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