Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Desai is a financial advisor registered with Bankers Life Securities, Inc. in Illinois. Kari has been in the financial services industry since 2008 and holds Series 6, 7, and SIE licenses. Kari's previous employers include Northwestern Mutual Investment Services, LLC, NYLIFE DISTRIBUTORS LLC, and NYLIFE SECURITIES LLC.
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.
1
2
IL
11/21/2023 - Present
Bankers Life Securities, Inc. (CHICAGO IL)
WI
11/15/2018 - 07/26/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
NJ
09/03/2015 - 05/30/2018
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
12/02/2013 - 09/03/2015
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
02/20/2012 - 11/25/2013
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
WI
09/05/2000 - 12/05/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/02/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 11/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kari Desai is the right advisor for you? Invested Better is here to help.
