Unclaimed
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.
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.
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.
1
2
TX
04/12/2019 - Present
Invesco Distributors, Inc. (Dallas TX)
NJ
01/22/2004 - 06/03/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
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
Active
Inactive
F
FINRA
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