Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Utsav? Claim Your ProfileUtsav Yogesh Thakkar is an investment advisor representative with Fisher Investments in Plano, TX. Utsav Yogesh Thakkar has been in the industry since January 2013. Prior to joining Fisher Investments, Utsav Yogesh Thakkar worked at TD Ameritrade, INC. in Southlake, TX. Utsav Yogesh Thakkar is registered with the state of Texas.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
09/18/2019 - Present
Fisher Investments (PLANO TX)
TX
01/03/2013 - 09/10/2019
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 10/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Utsav Thakkar is the right advisor for you? Invested Better is here to help.
