Unclaimed
Deveshwar Chandra Persaud is a financial advisor with over 12 years of experience in the financial industry. Deveshwar is registered with Wells Fargo Clearing Services, LLC and has Series 6, 7, and 63 licenses. Deveshwar is also registered with the states of Arizona, Colorado, Florida, Iowa, Minnesota, North Dakota, South Carolina, South Dakota, Texas, and Wisconsin. Deveshwar provides investment consulting services to institutional clients as well as financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
09/03/2015 - Present
Wells Fargo Clearing Services, LLC (MONTICELLO MN)
BC
Issued 03/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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