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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kamini? Claim Your ProfileKamini Dasrath is a financial advisor with over 20 years of experience in the industry. She is registered with Wells Fargo Clearing Services, LLC and holds Series 66, Series 7, and SIE licenses. Kamini has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. She is committed to building long-term relationships with her clients and helping them achieve their financial goals. Kamini previously worked with WELLS FARGO INVESTMENTS, LLC and WELLS FARGO BANK NA. In addition to her financial advisory services, Kamini is involved in the community and is a member of the local chamber of commerce.
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
02/03/2021 - Present
Wells Fargo Clearing Services, LLC (GOLDEN VALLEY MN)
MN
03/03/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNETONKA MN)
BOTH
Issued 06/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2004
Series 7 - General Securities 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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