Unclaimed
Jai Prabakaran is a financial advisor with Archer Investment Corp. Jai is a registered investment advisor representative and holds the Series 7, Series 66, and SIE licenses. Jai has been in the financial services industry since 2017 and previously worked for Bankers Life Securities, Inc. and HD Vest Investment Services. Jai specializes in providing financial planning services, pension consulting, and portfolio management for individuals, businesses, and investment companies. Jai is also the President of Pacific ERP Inc., a technology consulting firm, and Pacific Taxes and Investments, a tax preparation and accounting firm.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/03/2024 - Present
Archer Investment Corp. (Los Angeles CA)
CA
05/21/2021 - 02/03/2022
BANKERS LIFE SECURITIES, INC. (BREA CA)
CA
12/20/2018 - 09/19/2019
HD VEST INVESTMENT SERVICES (Santa Monica CA)
CA
04/03/2017 - 11/15/2017
HD VEST INVESTMENT SERVICES (Los Angeles CA)
BOTH
Issued 05/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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