Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milind? Claim Your ProfileMilind Pinak Dalal is a registered investment advisor representative with Clarity Wealth Advisors in San Jose, California. Milind has been in the financial services industry since 1993 and has a broad range of experience, including working with individuals, families, businesses, and charitable organizations.
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
04/15/2020 - Present
Clarity Wealth Advisors (SAN JOSE CA)
CA
10/14/2013 - 10/27/2023
PURSHE KAPLAN STERLING INVESTMENTS (San Jose CA)
CA
12/16/1993 - 10/24/2013
PRUCO SECURITIES, LLC. (SAN JOSE CA)
NY
02/27/2001 - 03/19/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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