Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saurin? Claim Your ProfileSaurin Kamdar is a financial professional with over 6 years of experience in the industry. Saurin has a strong background in investment banking, having previously worked at Citigroup Global Markets Inc. and Raymond James & Associates, Inc. Saurin is currently a registered representative with Stephens, a leading financial services firm headquartered in Little Rock, Arkansas. Saurin holds the Series 63, Series 79 and SIE licenses and is registered in Arkansas, Massachusetts and Texas. Saurin specializes in providing financial planning, portfolio management, and other advisory services to individual and institutional clients. Saurin is committed to providing his clients with personalized, high-quality financial advice and guidance.
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.
Earned based on transactions or products sold.
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.
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2
TX
11/29/2023 - Present
Stephens (DALLAS TX)
FL
08/05/2022 - 04/28/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
08/08/2017 - 05/18/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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