Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manikandan? Claim Your ProfileManikandan Thandapani is an investment advisor representative, licensed in California and Texas. Manikandan currently works at Thomas Doll, an accounting firm, and has also worked for SingerLewak LLP, Blackline Partners Co., Doris Forman CPA, Rafac International Inc., Ram Accessories Inc., and Earned Wealth. Manikandan's previous experience includes roles in accounting and tax services with exposure to wealth management and investment services. Manikandan holds a Series 65 license and has been in the industry since 2015.
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.
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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CA
02/21/2024 - Present
Thomas Doll (WALNUT CREEK CA)
IA
Issued 02/10/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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