Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Viren? Claim Your ProfileViren Kamdar is a financial advisor with Pathstone. Viren has been in the industry since 2007. Viren is registered with the state of Washington. Viren is also a partial owner of Raja Investments, a family LLC that invests in early-stage private companies. Prior to joining Pathstone, Viren was a financial advisor with J.P. Morgan Securities LLC and Citigroup Global Markets Inc. Viren holds the Series 66, Series 7 and SIE licenses. Viren specializes in providing financial planning and investment management services to individuals, families, corporations, charitable organizations, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
10/22/2020 - Present
Pathstone (ENGLEWOOD NJ)
WA
08/23/2012 - 08/04/2016
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
07/26/2007 - 05/23/2012
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
BOTH
Issued 08/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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