Unclaimed
Bendukai Bouey is an investment advisor representative associated with Wilshire. Bendukai has been in the industry since 2004 and has a wide range of experience working with various clients, including high-net-worth individuals, insurance companies, and pooled investment vehicles. Bendukai holds a Series 63, Series 66, Series 7, and Series 22 licenses. Bendukai is also a registered representative with Foreside Fund Services, LLC. Bendukai is a member of the California Bar.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Fee based on number of plan participants
1
2
CA
01/01/2025 - Present
Wilshire (SANTA MONICA CA)
CA
02/07/2014 - 06/19/2023
FORESIDE FUND SERVICES, LLC (SANTA MONICA CA)
CA
05/22/2006 - 01/02/2009
TRITON PACIFIC SECURITIES, LLC (LOS ANGELES CA)
CA
05/05/2004 - 12/04/2006
TRITON PACIFIC CAPITAL, LLC (NEWPORT BEACH CA)
NA
03/07/1994 - 08/30/1994
C.P. BAKER & COMPANY, LTD.
BOTH
Issued 03/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2004
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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