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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samundra? Claim Your ProfileSamundra Timilsina is a financial advisor registered with the state of California. Samundra has been in the industry since 2009 and has worked for several financial institutions including Wells Fargo, J.P. Morgan, and Merrill Lynch. Samundra is currently the CIO and IAR at Csuite Investment LLC. Csuite Investment LLC provides financial consulting, financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Csuite Investment LLC has over $16.8 million in assets under management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
01/03/2019 - Present
Csuite Investment LLC (SAN FRANCISCO CA)
CA
02/13/2015 - 02/01/2019
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
10/30/2013 - 02/25/2015
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
09/27/2011 - 09/24/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
11/09/2009 - 10/11/2010
WELLS FARGO INVESTMENTS, LLC (SAN MATEO CA)
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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