Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chintan? Claim Your ProfileChintan Kirti Desai is a financial advisor in Malvern, Pennsylvania with over 8 years of experience in the financial services industry. Chintan Kirti Desai is currently registered with Vanguard Marketing Corp. Prior to that, Chintan Kirti Desai was associated with UBS Securities LLC. Chintan Kirti Desai holds a Series 7, Series 63, Series 87, and Series SIE license. Chintan Kirti Desai is licensed to provide financial advice in Pennsylvania.
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.
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2
PA
06/21/2022 - Present
Vanguard Marketing Corp. (MALVERN PA)
NY
08/22/2014 - 05/17/2016
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 07/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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