Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paras? Claim Your ProfileParas Kumar is a financial advisor registered in Minnesota. Paras is affiliated with Wells Fargo Clearing Services, LLC. Paras has passed the Series 63, Series 65, and Series 6TO exams, as well as the SIE exam. Paras has been in the industry since 2015. Paras is active in the state of Minnesota. The firm has offices in SAINT PAUL, MN and MINNEAPOLIS, MN. Wells Fargo Clearing Services, LLC is a large firm, with assets under management between $10 billion and $50 billion. The firm provides investment consulting services to institutional clients, as well as financial planning, pension consulting, and selection of other advisors.
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.
Investment consulting services to institutional clients
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.
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2
MN
04/12/2023 - Present
Wells Fargo Clearing Services, LLC (SAINT PAUL MN)
IA
Issued 04/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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