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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalpana? Claim Your ProfileKalpana Thakkar is a financial advisor with Fidelity Personal And Workplace Advisors. Kalpana has been in the financial services industry since February 1, 2018. Kalpana has a Series 6, 7, 63, and 65 license. Kalpana is licensed in 53 states. Kalpana is registered as an Investment Advisor Representative in New Jersey and Texas. Kalpana works with individuals, corporations, and charitable organizations. Kalpana provides financial planning, educational seminars, and portfolio management 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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
NJ
10/01/2021 - Present
Fidelity Personal AND Workplace Advisors (OAKLAND NJ)
NJ
11/14/2017 - 06/25/2021
PRUCO SECURITIES, LLC. (PARAMUS NJ)
IA
Issued 08/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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