Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paresh? Claim Your ProfileParesh Kamdar is a financial advisor registered with The Colony Group, LLC and Merriman. Paresh has been in the industry since 1995 and is a Certified Financial Planner. Paresh's previous experience includes working for Charles Schwab & Co., Inc. and H&R Block Financial Advisors, Inc. Paresh holds licenses for Series 7, 8, 52, 63, and 66, and specializes in providing financial advice for individuals, high net worth individuals, charitable organizations, corporations, pension plans, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
WA
02/03/2025 - Present
THE Colony Group, LLC (Seattle WA)
WA
09/14/2001 - 04/24/2007
CHARLES SCHWAB & CO., INC. (BELLEVUE WA)
MI
02/27/1995 - 09/04/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 12/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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