Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bhavesh? Claim Your ProfileBhavesh Thakkar is a financial advisor with HSBC Securities (USA) Inc. Bhavesh Thakkar has been in the financial industry since 2018. Bhavesh Thakkar is registered in 53 states and 8 states for investment advisor services. Bhavesh Thakkar holds the Series 66, Series 7, and SIE licenses. Bhavesh Thakkar specializes in portfolio management for pooled investment vehicles and businesses, as well as the selection of other advisors. Bhavesh Thakkar is also a bank officer with HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc. Bhavesh Thakkar engages in the sale of bank related products and 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
1
2
IL
08/09/2021 - Present
Hsbc Securities (usa) Inc. (DES PLAINES IL)
IL
04/13/2018 - 07/03/2020
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 05/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bhavesh Thakkar is the right advisor for you? Invested Better is here to help.
