Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kushal? Claim Your ProfileKushal Ashwin Shah is an investment advisor representative with Dynamic Wealth Advisors. Kushal has been in the financial services industry for 15 years, starting at TD Ameritrade, Inc. in 2009. Kushal has held other positions at Countrywide Investment Services, Inc. and UBS Financial Services Inc. Kushal is licensed in California as an Investment Advisor Representative. Kushal is also licensed with Series 66 and Series 7. Kushal's areas of specialization include asset allocation, retirement planning, estate planning, college savings, and insurance planning. Kushal serves a variety of clients, including individuals, families, trusts, and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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CA
01/03/2025 - Present
Dynamic Wealth Advisors (NEWBURY PARK CA)
CA
01/14/2009 - 10/16/2013
TD AMERITRADE, INC. (THOUSAND OAKS CA)
CA
09/04/2007 - 09/03/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (THOUSAND OAKS CA)
CA
02/08/2007 - 09/20/2007
UBS FINANCIAL SERVICES INC. (WOODLAND HILLS CA)
CA
01/01/2006 - 01/17/2007
UBS FINANCIAL SERVICES INC. (WESTLAKE VILLAGE CA)
BOTH
Issued 02/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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