Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thimithri? Claim Your ProfileThimithri Wijesekera is a financial advisor with over 11 years of experience in the industry. Thimithri is currently registered with Frost Investment Services and previously held positions at MORGAN STANLEY and WELLS FARGO CLEARING SERVICES, LLC. Thimithri holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Thimithri specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations. Thimithri has a strong track record of success and is committed to providing her clients with personalized financial advice and exceptional service.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/22/2024 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
07/02/2021 - 07/18/2024
MORGAN STANLEY (Dallas TX)
NC
02/01/2016 - 06/23/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
CA
04/23/2013 - 11/03/2015
UNIONBANC INVESTMENT SERVICES, LLC (ORANGE CA)
BOTH
Issued 03/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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