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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Girish? Claim Your ProfileGirish Thakar is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc., located in Clearwater, FL. Girish has been in the industry since 1993, and has held previous positions at A. G. EDWARDS & SONS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Girish is registered with the state of Florida as an Investment Advisor Representative. Girish is also registered with the state of Pennsylvania as an Investment Advisor Representative. Girish is also registered with the state of Texas as an Investment Advisor Representative. In addition to being an Investment Advisor Representative, Girish is also a registered Principal with the Financial Industry Regulatory Authority (FINRA). Girish holds the Series 7, Series 8, Series 9, Series 10, Series 63, and Series 65 licenses. Girish has a diverse background and is able to provide a wide range of services to clients.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
11/13/2018 - Present
Raymond James Financial Services Advisors, Inc. (Clearwater FL)
MO
11/20/1998 - 03/02/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/18/1993 - 11/12/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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