Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kishen? Claim Your ProfileKishen Michael Mahendra is a financial advisor with over 20 years of experience in the industry. Kishen has been registered with Stifel, Nicolaus & Company, Inc. since 2015 and has held previous roles at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Kishen holds the Series 7, Series 63, and SIE licenses. Kishen provides financial planning, portfolio management, and investment advisory services to individuals, businesses, charitable organizations, and investment companies. Kishen is registered to offer investment advisory services in Texas.
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.
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
MO
02/03/2015 - Present
Stifel, Nicolaus & Company, Inc. (ST LOUIS MO)
MO
01/01/2008 - 09/04/2014
WELLS FARGO ADVISORS, LLC (CHESTERFIELD MO)
MO
04/30/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHESTERFIELD MO)
BC
Issued 05/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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