Winnie RajakumarCRD Number: 5605146
Current Firm: Kailasa Capital Management LLC
Winnie Rajakumar (CRD# 5605146) is an Investment Advisor Representative working at Kailasa Capital Management LLC in Pittsburgh, PA and has over 8 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Kailasa Capital Management LLC||Pittsburgh, PA||Jun 2017 - Current||< 1|
|Indiana University- Kelley School Of Business||Bloomington, IN||Aug 2015 - Current||2|
|Bank Of America, N.a.||Pittsburgh, PA||Sep 2015 - Jun 2017||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pittsburgh, PA||Aug 2015 - Jun 2017||1|
|Raymond James Financial Services||Oakdale, PA||Dec 2014 - Jul 2015||< 1|
|Thakar Financial LLC||Oakdale, PA||Dec 2014 - Jul 2015||< 1|
|Pnc Investments||Pittsburgh, PA||Dec 2013 - Dec 2014||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pittsburgh, PA||Oct 2010 - Nov 2013||3|
|Pnc Investments/bank Na||Pittsburgh, PA||Apr 2010 - Oct 2010||< 1|
|Unemployed||Pittsburg, PA||Feb 2010 - Apr 2010||< 1|
|Northwestern Mutual Investment Services LLC||Monroeville, PA||Nov 2009 - Feb 2010||< 1|
|New York Life Insurance Company||Pittsburgh, PA||Oct 2008 - Nov 2009||1|
|Ny Life Securities LLC||Pittsburgh, PA||Oct 2008 - Oct 2009||1|
|Penns Forest||Trafford, PA||Sep 2007 - Sep 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2009|
|S65||NASAA Investment Advisors Law Examination||Dec 2010|
Total Assets Under Management160MILLIONS
Total Number of Accounts211ACCOUNTS
Average Account Value$758,294
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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