Samir Thakkar
PARTNER
- Role
- Registered Representative - Iar at Prime Capital Financial
- Location
- Costa Mesa, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Samir Thakkar
Samir Thakkar, CFP® is the founder of 20/20 Financial Advisers LLC, a wealth advisory…
Experience
Registered Representative - Iar
Jan 2022 — Present · Orange County, CA, US
Education
University of Hartford
Executive MBA, Executive Masters in Business (eMBA)
1985 — 1987
Central Connecticut State University
BA
1979 — 1983
Skills
- Wealth
- Series 7
- Program Management
- Investments
- Wealth Management
- Retirement Planning
- High Net Worth Individuals
- Insurance
- Portfolio Management
- Securities
- Estate Planning
- Series 63
- Financial Advisory
- Strategic Financial Planning
- Tax
- Investment Strategies
- Mutual Funds
- Wealth Accumulation
- Fixed Annuities
- Small Business
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