Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jai? Claim Your ProfileJai Khanna is a financial professional with over two decades of experience in the industry. Jai is currently registered with Avantax Investment Services, Inc., where Jai has been since 2008. Jai holds the Series 6 and Series 63 licenses and the SIE exam. Jai is registered to conduct business in Tennessee. Prior to joining Avantax, Jai was affiliated with PFS Investments Inc. in Duluth, Georgia.
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
TN
10/10/2008 - Present
Avantax Investment Services, Inc. (KNOXVILLE TN)
GA
05/07/2001 - 09/30/2008
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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