Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dhaval? Claim Your ProfileDhaval Desai is a financial advisor who has been in the industry since 2007. Dhaval is currently registered with USAa Investment Services Co. and holds Series 7, 24, 51, 63, and 65 licenses. Dhaval has worked for USAA Financial Advisors, Inc. and Scottrade, Inc. in the past. Dhaval is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
FL
05/16/2022 - Present
Usaa Investment Services Co. (TAMPA FL)
FL
07/03/2014 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
FL
10/15/2007 - 06/10/2014
SCOTTRADE, INC. (TRINITY FL)
IA
Issued 08/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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