Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jai? Claim Your ProfileJai Tarachand Doshi is a financial advisor with Calton & Associates, Inc. based in Tampa, Florida. Jai has been in the financial services industry since July 17, 1996. Jai is licensed to provide financial services in Texas, California, Connecticut, Michigan, New Jersey, and the District of Columbia. Jai specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, and pension plans. Jai has a broad range of experience in the financial services industry and is committed to providing clients with personalized service and tailored solutions to meet their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
03/14/2006 - Present
Calton & Associates, Inc. (TAMPA FL)
TX
03/09/2001 - 12/31/2005
CHOICE INVESTMENTS, INC. (AUSTIN TX)
TX
07/16/1996 - 03/09/2001
RHODES SECURITIES, INC. (FT WORTH TX)
IA
Issued 10/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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