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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Satesh? Claim Your ProfileSatesh Lokumal is a financial advisor registered in California. Satesh has been in the financial services industry since 2002 and is currently registered with Centaurus Financial, Inc. Satesh also previously held positions at Independent Financial Group, LLC, LPL Financial Corporation, Liberty Funds Distributor, Inc. and State Street Research Investment Services, Inc. Satesh has obtained licenses in Series 6, Series 63, and SIE exams and is a Registered Representative. Satesh specializes in providing financial planning, portfolio management and educational seminars to individuals, corporations, and high-net-worth individuals.
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.
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
01/09/2024 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
CA
10/09/2023 - 10/30/2023
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
03/02/2011 - 10/10/2023
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
CA
03/12/2010 - 02/09/2011
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
10/28/2002 - 03/26/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
MA
04/11/2001 - 12/31/2001
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
11/16/1999 - 09/06/2000
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 01/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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