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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sasiwipa? Claim Your ProfileSasiwipa Nakdee is a financial advisor with Mutual Advisors, LLC. Sasiwipa has been in the financial services industry since 2006 and has held previous positions with Ameriprise Financial Services, Inc. and USAA Financial Advisors, Inc.. Sasiwipa specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans. Sasiwipa holds both Series 65 and Series 66 licenses as well as the Series 7 and Series 24 licenses.
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.
Hourly 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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2
CA
01/30/2017 - Present
Mutual Advisors, LLC (Roseville CA)
CA
01/15/2013 - 01/23/2017
AMERIPRISE FINANCIAL SERVICES, INC. (GRANITE BAY CA)
AZ
06/03/2010 - 11/02/2012
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
07/25/2006 - 05/27/2010
AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)
MN
01/20/2006 - 06/12/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 10/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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