Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kamlesh? Claim Your ProfileKamlesh Thakrar is an Investment Advisor Representative at Avantax Advisory Services. Kamlesh has been in the financial services industry since 1985. Kamlesh specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Kamlesh has a Series 63 and 65, and has passed the SIE and Series 6 exams. Kamlesh's firm has a regulatory AUM of $41,695,726,722 and a total of 131,534 client accounts. Kamlesh is registered in California, Illinois, Ohio, Pennsylvania, Texas, and Washington.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/21/2023 - Present
Avantax Advisory Services (DALLAS TX)
IA
Issued 12/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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