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Bhavik Desai

Invesco Distributors, Inc.

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About Bhavik Desai

Bhavik Desai is a financial professional with over 15 years of experience in the financial services industry. Bhavik is currently registered with Invesco Distributors, Inc. and holds several licenses and registrations, including Series 6, 7TO, 24 and 63. Bhavik previously worked for First Investors Corporation.

Firm Information

Bhavik Desai is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Bhavik Desai’s Registration & Firm History

TX

04/12/2019 - Present

Invesco Distributors, Inc. (Dallas TX)

NJ

01/22/2004 - 06/03/2004

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 10/23/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2022

Series 24 - General Securities Principal Examination

BC

Issued 04/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/11/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bhavik Desai.
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