Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wanistha? Claim Your ProfileWanistha Bahar has been in the financial services industry since 1987. Currently, Wanistha Bahar is registered with Bankoh Investment Services, Inc. as an Investment Advisor Representative. Previously, Wanistha Bahar was registered with AMERICAN EXPRESS FINANCIAL ADVISORS INC. in Minneapolis, MN. Wanistha Bahar has a Series 63 license as well as Series 7 and SIE. Wanistha Bahar works with individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
HI
04/04/2005 - Present
Bankoh Investment Services, Inc. (HONOLULU HI)
MN
06/26/1987 - 06/15/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 07/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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