Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Girish? Claim Your ProfileGirish Prakash Navare is a financial advisor with over 9 years of experience in the financial services industry. Girish is currently a Registered Representative and Investment Advisor Representative with Kestra Private Wealth Services, LLC. Girish has a diverse background in the financial services industry having also been a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Girish is also a Chartered Financial Analyst. Girish specializes in providing financial advice to high-net-worth individuals, corporations, and insurance companies.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
10/18/2021 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
FL
07/05/2019 - 10/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
09/01/2015 - 07/08/2019
MORGAN STANLEY (BOCA RATON FL)
NJ
04/12/2011 - 06/03/2011
PRUCO SECURITIES, LLC. (PARAMUS NJ)
BOTH
Issued 11/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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