Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manorama? Claim Your ProfileManorama Kochikar Pai is an Investment Advisor Representative with Financial Advocates Investment Management, registered in California and Texas. Manorama holds the Series 65 license and has been in the industry since 2007. Manorama is a Certified Financial Planner. Financial Advocates Investment Management is a firm based in Olympia, Washington, and provides financial planning services to individuals, businesses, charitable organizations, and pension and profit sharing plans.
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.
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
01/02/2020 - Present
Financial Advocates Investment Management (Irvine CA)
IA
Issued 07/31/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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