Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janak? Claim Your ProfileJanak Desai is a financial advisor with Compass Financial Management LLC in Lutz, Florida. Janak has been in the financial industry since 2014 and has a Series 6, 7, 63 and 66. Janak is registered in Florida, Georgia, North Carolina, South Carolina and New Jersey. Janak specializes in financial planning, portfolio management, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/01/2023 - Present
Compass Financial Management LLC (Lutz FL)
FL
06/30/2015 - 04/10/2019
ROYAL ALLIANCE ASSOCIATES, INC. (JACKSONVILLE FL)
CO
03/10/2014 - 07/01/2015
THE LEADERS GROUP, INC. (LITTLETON CO)
BOTH
Issued 07/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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