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Trisha Rajat Agrawal

Pimco Investments LLC

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About Trisha Rajat Agrawal

Trisha Agrawal is a financial advisor with Pimco Investments LLC. Trisha Agrawal has been in the industry since June 29, 2020. Trisha Agrawal holds the Series 63, Series 7TO, and SIE licenses. Trisha Agrawal is registered to sell securities in California.

Firm Information

Trisha Agrawal is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Trisha Agrawal’s Registration & Firm History

CA

06/30/2020 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 07/10/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2020

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2020

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trisha Rajat Agrawal.
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